APWA
Atlas Private Wealth Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4
| Closed | – | – | 439 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 779 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 857 |
|
|
2021
Q1 | $0 | Sell |
4
-1,171
| -100% | – | ﹤0.01% | 876 |
|
|
2020
Q4 | $28K | Sell |
1,175
-722
| -38% | -$17.2K | 0.02% | 290 |
|
|
2020
Q3 | $43K | Sell |
1,897
-183
| -9% | -$4.15K | 0.04% | 222 |
|
|
2020
Q2 | $46K | Buy |
+2,080
| New | +$46K | 0.04% | 216 |
|