APWA
Atlas Private Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,688
| Closed | -$281K | – | 157 |
|
|
2023
Q4 | $281K | Sell |
3,688
-241
| -6% | -$18.4K | 0.05% | 127 |
|
|
2023
Q3 | $278K | Sell |
3,929
-5,330
| -58% | -$377K | 0.05% | 149 |
|
|
2023
Q2 | $672K | Buy |
9,259
+3,643
| +65% | +$265K | 0.14% | 94 |
|
|
2023
Q1 | $411K | Sell |
5,616
-4,408
| -44% | -$323K | 0.19% | 87 |
|
|
2022
Q4 | $757K | Sell |
10,024
-6,732
| -40% | -$509K | 0.4% | 56 |
|
|
2022
Q3 | $1.11M | Sell |
16,756
-1,461
| -8% | -$97K | 0.67% | 32 |
|
|
2022
Q2 | $1.31M | Sell |
18,217
-210,456
| -92% | -$15.1M | 0.78% | 29 |
|
|
2022
Q1 | $18M | Buy |
228,673
+138,875
| +155% | +$11M | 8.01% | 1 |
|
|
2021
Q4 | $7.26M | Buy |
89,798
+70,079
| +355% | +$5.66M | 3.36% | 5 |
|
|
2021
Q3 | $1.46M | Buy |
19,719
+19,705
| +140,750% | +$1.46M | 0.76% | 25 |
|
|
2021
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 750 |
|