APWA
Atlas Private Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-420
| Closed | -$27K | – | 419 |
|
|
2021
Q3 | $27K | Sell |
420
-525
| -56% | -$33.8K | 0.01% | 303 |
|
|
2021
Q2 | $61K | Buy |
945
+630
| +200% | +$40.7K | 0.03% | 214 |
|
|
2021
Q1 | $58K | Buy |
315
+35
| +13% | +$6.44K | 0.03% | 215 |
|
|
2020
Q4 | $44K | Hold |
280
| – | – | 0.03% | 232 |
|
|
2020
Q3 | $37K | Hold |
280
| – | – | 0.03% | 236 |
|
|
2020
Q2 | $35K | Buy |
+280
| New | +$35K | 0.03% | 249 |
|