APWA
Atlas Private Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
13,080
| – | – | 0.13% | 83 |
|
|
2025
Q1 | $913K | Sell |
13,080
-1,000
| -7% | -$69.8K | 0.13% | 83 |
|
|
2024
Q4 | $931K | Sell |
14,080
-2,000
| -12% | -$132K | 0.13% | 74 |
|
|
2024
Q3 | $1.17M | Buy |
16,080
+1,000
| +7% | +$72.6K | 0.17% | 60 |
|
|
2024
Q2 | $1.02M | Buy |
15,080
+7,840
| +108% | +$530K | 0.17% | 60 |
|
|
2024
Q1 | $491K | Sell |
7,240
-6,440
| -47% | -$437K | 0.16% | 62 |
|
|
2023
Q4 | $888K | Hold |
13,680
| – | – | 0.17% | 59 |
|
|
2023
Q3 | $821K | Hold |
13,680
| – | – | 0.16% | 82 |
|
|
2023
Q2 | $857K | Buy |
13,680
+6,840
| +100% | +$428K | 0.17% | 81 |
|
|
2023
Q1 | $424K | Hold |
6,840
| – | – | 0.2% | 86 |
|
|
2022
Q4 | $396K | Sell |
6,840
-2,300
| -25% | -$133K | 0.21% | 87 |
|
|
2022
Q3 | $465K | Hold |
9,140
| – | – | 0.28% | 79 |
|
|
2022
Q2 | $521K | Sell |
9,140
-700
| -7% | -$39.9K | 0.31% | 79 |
|
|
2022
Q1 | $655K | Hold |
9,840
| – | – | 0.29% | 76 |
|
|
2021
Q4 | $698K | Hold |
9,840
| – | – | 0.32% | 73 |
|
|
2021
Q3 | $699K | Buy |
9,840
+500
| +5% | +$35.5K | 0.37% | 58 |
|
|
2021
Q2 | $685K | Buy |
9,340
+700
| +8% | +$51.3K | 0.37% | 65 |
|
|
2021
Q1 | $607K | Buy |
8,640
+3,890
| +82% | +$273K | 0.34% | 68 |
|
|
2020
Q4 | $319K | Buy |
4,750
+3,052
| +180% | +$205K | 0.21% | 85 |
|
|
2020
Q3 | $99K | Hold |
1,698
| – | – | 0.08% | 143 |
|
|
2020
Q2 | $93K | Buy |
+1,698
| New | +$93K | 0.08% | 151 |
|