APWA
Atlas Private Wealth Advisors’s PhenixFIN PFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-546
| Closed | -$23K | – | 557 |
|
|
2021
Q3 | $23K | Sell |
546
-424
| -44% | -$17.9K | 0.01% | 335 |
|
|
2021
Q2 | $40K | Sell |
970
-425
| -30% | -$17.5K | 0.02% | 256 |
|
|
2021
Q1 | $46K | Sell |
1,395
-250
| -15% | -$8.24K | 0.03% | 240 |
|
|
2020
Q4 | $47K | Sell |
1,645
-337
| -17% | -$9.63K | 0.03% | 227 |
|
|
2020
Q3 | $35K | Sell |
1,982
-44,168
| -96% | -$5.76K | 0.03% | 245 |
|
|
2020
Q2 | $35K | Buy |
+46,150
| New | +$35K | 0.03% | 250 |
|