APWA
Atlas Private Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,300
| Closed | -$448K | – | 188 |
|
|
2023
Q1 | $448K | Hold |
6,300
| – | – | 0.21% | 82 |
|
|
2022
Q4 | $475K | Hold |
6,300
| – | – | 0.25% | 79 |
|
|
2022
Q3 | $426K | Hold |
6,300
| – | – | 0.26% | 82 |
|
|
2022
Q2 | $441K | Sell |
6,300
-100
| -2% | -$7K | 0.26% | 85 |
|
|
2022
Q1 | $541K | Hold |
6,400
| – | – | 0.24% | 84 |
|
|
2021
Q4 | $555K | Hold |
6,400
| – | – | 0.26% | 89 |
|
|
2021
Q3 | $528K | Hold |
6,400
| – | – | 0.28% | 85 |
|
|
2021
Q2 | $519K | Sell |
6,400
-3,750
| -37% | -$304K | 0.28% | 77 |
|
|
2021
Q1 | $760K | Buy |
10,150
+1,250
| +14% | +$93.6K | 0.42% | 47 |
|
|
2020
Q4 | $594K | Buy |
8,900
+5,450
| +158% | +$364K | 0.4% | 56 |
|
|
2020
Q3 | $392K | Hold |
3,450
| – | – | 0.33% | 67 |
|
|
2020
Q2 | $380K | Buy |
+3,450
| New | +$380K | 0.34% | 71 |
|