APWA
Atlas Private Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-330
| Closed | -$43K | – | 416 |
|
|
2021
Q3 | $43K | Sell |
330
-20
| -6% | -$2.61K | 0.02% | 249 |
|
|
2021
Q2 | $46K | Sell |
350
-50
| -13% | -$6.57K | 0.02% | 240 |
|
|
2021
Q1 | $51K | Hold |
400
| – | – | 0.03% | 226 |
|
|
2020
Q4 | $46K | Buy |
400
+200
| +100% | +$23K | 0.03% | 229 |
|
|
2020
Q3 | $35K | Sell |
200
-15
| -7% | -$2.63K | 0.03% | 243 |
|
|
2020
Q2 | $37K | Buy |
+215
| New | +$37K | 0.03% | 240 |
|