APWA
Atlas Private Wealth Advisors’s FS KKR Capital FSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $221K | Sell |
10,644
-1,290
| -11% | -$26.8K | 0.03% | 185 |
|
2025
Q1 | $250K | Sell |
11,934
-3,050
| -20% | -$63.9K | 0.03% | 160 |
|
2024
Q4 | $325K | Sell |
14,984
-102
| -0.7% | -$2.22K | 0.05% | 126 |
|
2024
Q3 | $298K | Sell |
15,086
-5,474
| -27% | -$108K | 0.04% | 124 |
|
2024
Q2 | $406K | Buy |
20,560
+9,361
| +84% | +$185K | 0.07% | 104 |
|
2024
Q1 | $214K | Sell |
11,199
-13,227
| -54% | -$252K | 0.07% | 105 |
|
2023
Q4 | $488K | Buy |
24,426
+1,991
| +9% | +$39.8K | 0.09% | 83 |
|
2023
Q3 | $442K | Buy |
22,435
+509
| +2% | +$10K | 0.08% | 114 |
|
2023
Q2 | $421K | Buy |
21,926
+9,358
| +74% | +$179K | 0.09% | 120 |
|
2023
Q1 | $233K | Sell |
12,568
-572
| -4% | -$10.6K | 0.11% | 115 |
|
2022
Q4 | $230K | Sell |
13,140
-217
| -2% | -$3.8K | 0.12% | 116 |
|
2022
Q3 | $226K | Sell |
13,357
-580
| -4% | -$9.81K | 0.14% | 117 |
|
2022
Q2 | $271K | Sell |
13,937
-1,772
| -11% | -$34.5K | 0.16% | 107 |
|
2022
Q1 | $358K | Sell |
15,709
-9,376
| -37% | -$214K | 0.16% | 96 |
|
2021
Q4 | $525K | Sell |
25,085
-1,147
| -4% | -$24K | 0.24% | 93 |
|
2021
Q3 | $578K | Sell |
26,232
-4,468
| -15% | -$98.4K | 0.3% | 80 |
|
2021
Q2 | $660K | Sell |
30,700
-489
| -2% | -$10.5K | 0.36% | 68 |
|
2021
Q1 | $618K | Sell |
31,189
-1,437
| -4% | -$28.5K | 0.34% | 65 |
|
2020
Q4 | $540K | Sell |
32,626
-8,697
| -21% | -$144K | 0.36% | 62 |
|
2020
Q3 | $655K | Sell |
41,323
-4,440
| -10% | -$70.4K | 0.55% | 41 |
|
2020
Q2 | $641K | Buy |
+45,763
| New | +$641K | 0.57% | 40 |
|