APWA
Atlas Private Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-250
| Closed | -$38K | – | 436 |
|
|
2021
Q3 | $38K | Sell |
250
-115
| -32% | -$17.5K | 0.02% | 264 |
|
|
2021
Q2 | $55K | Sell |
365
-225
| -38% | -$33.9K | 0.03% | 220 |
|
|
2021
Q1 | $79K | Hold |
590
| – | – | 0.04% | 186 |
|
|
2020
Q4 | $78K | Hold |
590
| – | – | 0.05% | 175 |
|
|
2020
Q3 | $72K | Sell |
590
-320
| -35% | -$39.1K | 0.06% | 167 |
|
|
2020
Q2 | $97K | Buy |
+910
| New | +$97K | 0.09% | 147 |
|