APWA
Atlas Private Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
16,000
-6,400
| -29% | -$221K | 0.07% | 115 |
|
|
2025
Q1 | $695K | Hold |
22,400
| – | – | 0.1% | 94 |
|
|
2024
Q4 | $613K | Hold |
22,400
| – | – | 0.09% | 98 |
|
|
2024
Q3 | $677K | Hold |
22,400
| – | – | 0.1% | 85 |
|
|
2024
Q2 | $620K | Buy |
22,400
+11,200
| +100% | +$310K | 0.1% | 84 |
|
|
2024
Q1 | $314K | Sell |
11,200
-11,200
| -50% | -$314K | 0.1% | 82 |
|
|
2023
Q4 | $627K | Sell |
22,400
-92,780
| -81% | -$2.6M | 0.12% | 73 |
|
|
2023
Q3 | $2.93M | Hold |
115,180
| – | – | 0.55% | 28 |
|
|
2023
Q2 | $3.03M | Buy |
115,180
+58,190
| +102% | +$1.53M | 0.61% | 24 |
|
|
2023
Q1 | $1.57M | Hold |
56,990
| – | – | 0.72% | 25 |
|
|
2022
Q4 | $1.55M | Sell |
56,990
-380
| -0.7% | -$10.3K | 0.82% | 22 |
|
|
2022
Q3 | $1.29M | Buy |
57,370
+1,830
| +3% | +$41.2K | 0.78% | 29 |
|
|
2022
Q2 | $1.51M | Buy |
55,540
+33,290
| +150% | +$904K | 0.9% | 24 |
|
|
2022
Q1 | $707K | Buy |
22,250
+1,265
| +6% | +$40.2K | 0.31% | 70 |
|
|
2021
Q4 | $654K | Buy |
20,985
+9,785
| +87% | +$305K | 0.3% | 79 |
|
|
2021
Q3 | $341K | Hold |
11,200
| – | – | 0.18% | 108 |
|
|
2021
Q2 | $363K | Sell |
11,200
-300
| -3% | -$9.72K | 0.2% | 92 |
|
|
2021
Q1 | $362K | Hold |
11,500
| – | – | 0.2% | 86 |
|
|
2020
Q4 | $339K | Buy |
11,500
+2,000
| +21% | +$59K | 0.23% | 83 |
|
|
2020
Q3 | $237K | Sell |
9,500
-225
| -2% | -$5.61K | 0.2% | 88 |
|
|
2020
Q2 | $244K | Buy |
+9,725
| New | +$244K | 0.22% | 93 |
|