APWA
Atlas Private Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
102,094
-7,000
| -6% | -$215K | 0.4% | 44 |
|
|
2025
Q1 | $3.35M | Hold |
109,094
| – | – | 0.47% | 40 |
|
|
2024
Q4 | $3.43M | Sell |
109,094
-3,000
| -3% | -$94.3K | 0.49% | 33 |
|
|
2024
Q3 | $3.72M | Buy |
112,094
+310
| +0.3% | +$10.3K | 0.54% | 28 |
|
|
2024
Q2 | $3.53M | Buy |
111,784
+60,983
| +120% | +$1.92M | 0.57% | 28 |
|
|
2024
Q1 | $1.64M | Sell |
50,801
-43,801
| -46% | -$1.41M | 0.55% | 27 |
|
|
2023
Q4 | $2.95M | Buy |
94,602
+446
| +0.5% | +$13.9K | 0.55% | 24 |
|
|
2023
Q3 | $2.84M | Sell |
94,156
-836
| -0.9% | -$25.2K | 0.54% | 29 |
|
|
2023
Q2 | $2.94M | Buy |
94,992
+49,566
| +109% | +$1.53M | 0.6% | 27 |
|
|
2023
Q1 | $1.42M | Sell |
45,426
-500
| -1% | -$15.6K | 0.66% | 27 |
|
|
2022
Q4 | $1.4M | Sell |
45,926
-4,350
| -9% | -$133K | 0.75% | 26 |
|
|
2022
Q3 | $1.59M | Sell |
50,276
-11
| -0% | -$348 | 0.96% | 20 |
|
|
2022
Q2 | $1.65M | Sell |
50,287
-3,569
| -7% | -$117K | 0.99% | 21 |
|
|
2022
Q1 | $1.96M | Sell |
53,856
-1,875
| -3% | -$68.3K | 0.87% | 26 |
|
|
2021
Q4 | $2.2M | Buy |
55,731
+853
| +2% | +$33.6K | 1.02% | 28 |
|
|
2021
Q3 | $2.13M | Buy |
54,878
+2,000
| +4% | +$77.6K | 1.11% | 17 |
|
|
2021
Q2 | $2.08M | Sell |
52,878
-75,800
| -59% | -$2.98M | 1.13% | 18 |
|
|
2021
Q1 | $4.94M | Buy |
128,678
+19,775
| +18% | +$759K | 2.76% | 10 |
|
|
2020
Q4 | $4.19M | Buy |
108,903
+16,631
| +18% | +$640K | 2.81% | 9 |
|
|
2020
Q3 | $3.36M | Buy |
92,272
+17,530
| +23% | +$639K | 2.81% | 10 |
|
|
2020
Q2 | $2.59M | Buy |
+74,742
| New | +$2.59M | 2.3% | 10 |
|