APWA
Atlas Private Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,600
| Closed | -$246K | – | 198 |
|
|
2025
Q1 | $246K | Hold |
2,600
| – | – | 0.03% | 161 |
|
|
2024
Q4 | $233K | Sell |
2,600
-300
| -10% | -$26.9K | 0.03% | 151 |
|
|
2024
Q3 | $265K | Hold |
2,900
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $289K | Buy |
+2,900
| New | +$289K | 0.05% | 125 |
|
|
2024
Q1 | – | Sell |
-2,900
| Closed | -$270K | – | 136 |
|
|
2023
Q4 | $270K | Hold |
2,900
| – | – | 0.05% | 130 |
|
|
2023
Q3 | $283K | Hold |
2,900
| – | – | 0.05% | 146 |
|
|
2023
Q2 | $246K | Buy |
+2,900
| New | +$246K | 0.05% | 161 |
|
|
2021
Q4 | – | Sell |
-1,600
| Closed | -$93K | – | 409 |
|
|
2021
Q3 | $93K | Hold |
1,600
| – | – | 0.05% | 175 |
|
|
2021
Q2 | $92K | Hold |
1,600
| – | – | 0.05% | 170 |
|
|
2021
Q1 | $78K | Hold |
1,600
| – | – | 0.04% | 187 |
|
|
2020
Q4 | $57K | Buy |
1,600
+500
| +45% | +$17.8K | 0.04% | 204 |
|
|
2020
Q3 | $29K | Hold |
1,100
| – | – | 0.02% | 262 |
|
|
2020
Q2 | $37K | Buy |
+1,100
| New | +$37K | 0.03% | 239 |
|