APWA
Atlas Private Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,375
| Closed | -$91K | – | 491 |
|
|
2021
Q3 | $91K | Sell |
1,375
-50
| -4% | -$3.31K | 0.05% | 178 |
|
|
2021
Q2 | $96K | Hold |
1,425
| – | – | 0.05% | 166 |
|
|
2021
Q1 | $93K | Hold |
1,425
| – | – | 0.05% | 171 |
|
|
2020
Q4 | $79K | Hold |
1,425
| – | – | 0.05% | 173 |
|
|
2020
Q3 | $62K | Hold |
1,425
| – | – | 0.05% | 183 |
|
|
2020
Q2 | $61K | Buy |
+1,425
| New | +$61K | 0.05% | 181 |
|