APWA
Atlas Private Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-661
| Closed | -$98K | – | 602 |
|
|
2021
Q3 | $98K | Sell |
661
-165
| -20% | -$24.5K | 0.05% | 172 |
|
|
2021
Q2 | $121K | Hold |
826
| – | – | 0.07% | 146 |
|
|
2021
Q1 | $107K | Hold |
826
| – | – | 0.06% | 156 |
|
|
2020
Q4 | $106K | Hold |
826
| – | – | 0.07% | 152 |
|
|
2020
Q3 | $95K | Hold |
826
| – | – | 0.08% | 149 |
|
|
2020
Q2 | $84K | Buy |
+826
| New | +$84K | 0.07% | 159 |
|