APWA
Atlas Private Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,418
| Closed | -$1.17M | – | 148 |
|
|
2021
Q4 | $1.17M | Sell |
6,418
-330
| -5% | -$60K | 0.54% | 47 |
|
|
2021
Q3 | $1.19M | Buy |
6,748
+159
| +2% | +$27.9K | 0.62% | 32 |
|
|
2021
Q2 | $1.14M | Buy |
6,589
+94
| +1% | +$16.3K | 0.62% | 30 |
|
|
2021
Q1 | $1.05M | Buy |
6,495
+79
| +1% | +$12.7K | 0.58% | 36 |
|
|
2020
Q4 | $1.04M | Buy |
6,416
+9
| +0.1% | +$1.45K | 0.69% | 29 |
|
|
2020
Q3 | $944K | Sell |
6,407
-8
| -0.1% | -$1.18K | 0.79% | 28 |
|
|
2020
Q2 | $840K | Buy |
+6,415
| New | +$840K | 0.75% | 28 |
|