APWA
Atlas Private Wealth Advisors’s MSCI MSCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-120
| Closed | -$73K | – | 506 |
|
2021
Q3 | $73K | Sell |
120
-5
| -4% | -$3.04K | 0.04% | 201 |
|
2021
Q2 | $67K | Buy |
125
+5
| +4% | +$2.68K | 0.04% | 206 |
|
2021
Q1 | $50K | Hold |
120
| – | – | 0.03% | 232 |
|
2020
Q4 | $54K | Hold |
120
| – | – | 0.04% | 209 |
|
2020
Q3 | $43K | Hold |
120
| – | – | 0.04% | 224 |
|
2020
Q2 | $40K | Buy |
+120
| New | +$40K | 0.04% | 232 |
|