APWA
Atlas Private Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Sell |
97,911
-12,020
| -11% | -$579K | 0.61% | 35 |
|
|
2025
Q1 | $5.03M | Sell |
109,931
-9,290
| -8% | -$425K | 0.7% | 31 |
|
|
2024
Q4 | $5.47M | Sell |
119,221
-8,761
| -7% | -$402K | 0.78% | 22 |
|
|
2024
Q3 | $5.96M | Sell |
127,982
-11,748
| -8% | -$547K | 0.86% | 22 |
|
|
2024
Q2 | $5.96M | Buy |
139,730
+48,270
| +53% | +$2.06M | 0.97% | 20 |
|
|
2024
Q1 | $3.89M | Sell |
91,460
-391,366
| -81% | -$16.7M | 1.3% | 19 |
|
|
2023
Q4 | $19.3M | Sell |
482,826
-454,845
| -49% | -$18.1M | 3.58% | 10 |
|
|
2023
Q3 | $34.3M | Buy |
937,671
+87,870
| +10% | +$3.21M | 6.48% | 4 |
|
|
2023
Q2 | $32.5M | Buy |
849,801
+460,807
| +118% | +$17.6M | 6.58% | 5 |
|
|
2023
Q1 | $14.2M | Buy |
388,994
+51,556
| +15% | +$1.89M | 6.58% | 5 |
|
|
2022
Q4 | $12.3M | Buy |
337,438
+47,935
| +17% | +$1.75M | 6.56% | 4 |
|
|
2022
Q3 | $9.36M | Buy |
289,503
+41,690
| +17% | +$1.35M | 5.62% | 4 |
|
|
2022
Q2 | $8.55M | Buy |
247,813
+241,340
| +3,728% | +$8.33M | 5.13% | 4 |
|
|
2022
Q1 | $249K | Sell |
6,473
-20
| -0.3% | -$769 | 0.11% | 117 |
|
|
2021
Q4 | $258K | Buy |
6,493
+1,445
| +29% | +$57.4K | 0.12% | 126 |
|
|
2021
Q3 | $182K | Buy |
5,048
+2,672
| +112% | +$96.3K | 0.1% | 135 |
|
|
2021
Q2 | $86K | Buy |
2,376
+1,751
| +280% | +$63.4K | 0.05% | 179 |
|
|
2021
Q1 | $22K | Buy |
+625
| New | +$22K | 0.01% | 355 |
|