APWA
Atlas Private Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $288K | Hold |
2,278
| – | – | 0.04% | 163 |
|
2025
Q1 | $291K | Hold |
2,278
| – | – | 0.04% | 146 |
|
2024
Q4 | $301K | Hold |
2,278
| – | – | 0.04% | 134 |
|
2024
Q3 | $332K | Hold |
2,278
| – | – | 0.05% | 116 |
|
2024
Q2 | $313K | Buy |
+2,278
| New | +$313K | 0.05% | 116 |
|
2024
Q1 | – | Sell |
-2,278
| Closed | -$309K | – | 133 |
|
2023
Q4 | $309K | Hold |
2,278
| – | – | 0.06% | 120 |
|
2023
Q3 | $279K | Hold |
2,278
| – | – | 0.05% | 148 |
|
2023
Q2 | $289K | Buy |
+2,278
| New | +$289K | 0.06% | 150 |
|
2020
Q3 | – | Sell |
-215
| Closed | -$29K | – | 689 |
|
2020
Q2 | $29K | Buy |
+215
| New | +$29K | 0.03% | 271 |
|