APWA
Atlas Private Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,125
| Closed | -$226K | – | 143 |
|
|
2021
Q4 | $226K | Sell |
11,125
-10,755
| -49% | -$218K | 0.1% | 134 |
|
|
2021
Q3 | $449K | Sell |
21,880
-515
| -2% | -$10.6K | 0.23% | 89 |
|
|
2021
Q2 | $461K | Sell |
22,395
-35
| -0.2% | -$720 | 0.25% | 80 |
|
|
2021
Q1 | $452K | Buy |
22,430
+1,795
| +9% | +$36.2K | 0.25% | 80 |
|
|
2020
Q4 | $417K | Sell |
20,635
-2,374
| -10% | -$48K | 0.28% | 78 |
|
|
2020
Q3 | $441K | Sell |
23,009
-6,111
| -21% | -$117K | 0.37% | 62 |
|
|
2020
Q2 | $536K | Buy |
+29,120
| New | +$536K | 0.48% | 50 |
|