APWA
Atlas Private Wealth Advisors’s MillerKnoll MLKN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-63,342
| Closed | -$936K | – | 187 |
|
2023
Q2 | $936K | Buy |
63,342
+31,671
| +100% | +$468K | 0.19% | 78 |
|
2023
Q1 | $648K | Hold |
31,671
| – | – | 0.3% | 64 |
|
2022
Q4 | $665K | Sell |
31,671
-11,197
| -26% | -$235K | 0.35% | 62 |
|
2022
Q3 | $669K | Buy |
42,868
+23,624
| +123% | +$369K | 0.4% | 60 |
|
2022
Q2 | $506K | Buy |
19,244
+79
| +0.4% | +$2.08K | 0.3% | 81 |
|
2022
Q1 | $662K | Buy |
19,165
+3,328
| +21% | +$115K | 0.29% | 75 |
|
2021
Q4 | $621K | Hold |
15,837
| – | – | 0.29% | 81 |
|
2021
Q3 | $596K | Sell |
15,837
-40
| -0.3% | -$1.51K | 0.31% | 79 |
|
2021
Q2 | $748K | Buy |
15,877
+386
| +2% | +$18.2K | 0.4% | 56 |
|
2021
Q1 | $637K | Hold |
15,491
| – | – | 0.36% | 64 |
|
2020
Q4 | $524K | Buy |
+15,491
| New | +$524K | 0.35% | 65 |
|