APWA
Atlas Private Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-613
| Closed | -$48K | – | 406 |
|
|
2021
Q3 | $48K | Buy |
613
+4
| +0.7% | +$313 | 0.03% | 237 |
|
|
2021
Q2 | $48K | Buy |
609
+4
| +0.7% | +$315 | 0.03% | 233 |
|
|
2021
Q1 | $48K | Buy |
605
+4
| +0.7% | +$317 | 0.03% | 236 |
|
|
2020
Q4 | $47K | Buy |
601
+303
| +102% | +$23.7K | 0.03% | 226 |
|
|
2020
Q3 | $44K | Buy |
298
+2
| +0.7% | +$295 | 0.04% | 217 |
|
|
2020
Q2 | $41K | Buy |
+296
| New | +$41K | 0.04% | 230 |
|