APWA
Atlas Private Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,150
| Closed | -$74K | – | 383 |
|
|
2021
Q3 | $74K | Hold |
2,150
| – | – | 0.04% | 199 |
|
|
2021
Q2 | $74K | Sell |
2,150
-140
| -6% | -$4.82K | 0.04% | 192 |
|
|
2021
Q1 | $76K | Sell |
2,290
-235
| -9% | -$7.8K | 0.04% | 192 |
|
|
2020
Q4 | $77K | Sell |
2,525
-30
| -1% | -$915 | 0.05% | 176 |
|
|
2020
Q3 | $70K | Sell |
2,555
-15
| -0.6% | -$411 | 0.06% | 171 |
|
|
2020
Q2 | $71K | Buy |
+2,570
| New | +$71K | 0.06% | 172 |
|