APWA
Atlas Private Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Hold |
0
| – | – | – | 606 |
|
|
2021
Q3 | – | Sell |
-10
| Closed | -$1K | – | 803 |
|
|
2021
Q2 | $1K | Sell |
10
-107
| -91% | -$10.7K | ﹤0.01% | 751 |
|
|
2021
Q1 | $11K | Buy |
117
+61
| +109% | +$5.74K | 0.01% | 485 |
|
|
2020
Q4 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 534 |
|