APWA
Atlas Private Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
2,826
-40
| -1% | -$5.43K | 0.05% | 136 |
|
|
2025
Q1 | $389K | Sell |
2,866
-352
| -11% | -$47.8K | 0.05% | 126 |
|
|
2024
Q4 | $425K | Sell |
3,218
-220
| -6% | -$29.1K | 0.06% | 111 |
|
|
2024
Q3 | $488K | Sell |
3,438
-1,564
| -31% | -$222K | 0.07% | 102 |
|
|
2024
Q2 | $636K | Buy |
5,002
+1,169
| +30% | +$149K | 0.1% | 82 |
|
|
2024
Q1 | $503K | Sell |
3,833
-5,147
| -57% | -$675K | 0.17% | 61 |
|
|
2023
Q4 | $1.12M | Buy |
8,980
+588
| +7% | +$73.5K | 0.21% | 53 |
|
|
2023
Q3 | $965K | Buy |
8,392
+744
| +10% | +$85.6K | 0.18% | 75 |
|
|
2023
Q2 | $937K | Buy |
7,648
+4,956
| +184% | +$608K | 0.19% | 77 |
|
|
2023
Q1 | $333K | Buy |
2,692
+1,030
| +62% | +$127K | 0.15% | 99 |
|
|
2022
Q4 | $208K | Buy |
+1,662
| New | +$208K | 0.11% | 120 |
|
|
2022
Q3 | – | Sell |
-1,700
| Closed | -$202K | – | 134 |
|
|
2022
Q2 | $202K | Buy |
1,700
+20
| +1% | +$2.38K | 0.12% | 124 |
|
|
2022
Q1 | $215K | Sell |
1,680
-860
| -34% | -$110K | 0.1% | 125 |
|
|
2021
Q4 | $328K | Sell |
2,540
-485
| -16% | -$62.6K | 0.15% | 112 |
|
|
2021
Q3 | $356K | Sell |
3,025
-986
| -25% | -$116K | 0.19% | 102 |
|
|
2021
Q2 | $490K | Sell |
4,011
-275
| -6% | -$33.6K | 0.27% | 79 |
|
|
2021
Q1 | $506K | Buy |
4,286
+22
| +0.5% | +$2.6K | 0.28% | 75 |
|
|
2020
Q4 | $452K | Sell |
4,264
-310
| -7% | -$32.9K | 0.3% | 72 |
|
|
2020
Q3 | $423K | Sell |
4,574
-185
| -4% | -$17.1K | 0.35% | 65 |
|
|
2020
Q2 | $434K | Buy |
+4,759
| New | +$434K | 0.39% | 62 |
|