APWA
Atlas Private Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-198
| Closed | -$50K | – | 435 |
|
|
2021
Q3 | $50K | Hold |
198
| – | – | 0.03% | 233 |
|
|
2021
Q2 | $51K | Sell |
198
-100
| -34% | -$25.8K | 0.03% | 227 |
|
|
2021
Q1 | $71K | Hold |
298
| – | – | 0.04% | 201 |
|
|
2020
Q4 | $67K | Hold |
298
| – | – | 0.04% | 187 |
|
|
2020
Q3 | $58K | Hold |
298
| – | – | 0.05% | 189 |
|
|
2020
Q2 | $54K | Buy |
+298
| New | +$54K | 0.05% | 196 |
|