APWA
Atlas Private Wealth Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
12,322
-2,484
| -17% | -$63.6K | 0.04% | 152 |
|
|
2025
Q1 | $378K | Sell |
14,806
-1,874
| -11% | -$47.9K | 0.05% | 128 |
|
|
2024
Q4 | $417K | Sell |
16,680
-2,154
| -11% | -$53.8K | 0.06% | 113 |
|
|
2024
Q3 | $492K | Buy |
18,834
+424
| +2% | +$11.1K | 0.07% | 101 |
|
|
2024
Q2 | $462K | Buy |
18,410
+9,181
| +99% | +$230K | 0.08% | 97 |
|
|
2024
Q1 | $233K | Sell |
9,229
-5,971
| -39% | -$151K | 0.08% | 99 |
|
|
2023
Q4 | $390K | Sell |
15,200
-1,226
| -7% | -$31.4K | 0.07% | 104 |
|
|
2023
Q3 | $400K | Buy |
16,426
+410
| +3% | +$9.98K | 0.08% | 121 |
|
|
2023
Q2 | $406K | Buy |
16,016
+7,372
| +85% | +$187K | 0.08% | 123 |
|
|
2023
Q1 | $223K | Sell |
8,644
-5,704
| -40% | -$147K | 0.1% | 117 |
|
|
2022
Q4 | $361K | Sell |
14,348
-11,230
| -44% | -$282K | 0.19% | 95 |
|
|
2022
Q3 | $638K | Sell |
25,578
-586
| -2% | -$14.6K | 0.38% | 63 |
|
|
2022
Q2 | $689K | Sell |
26,164
-415,654
| -94% | -$10.9M | 0.41% | 61 |
|
|
2022
Q1 | $12.3M | Buy |
441,818
+232,939
| +112% | +$6.47M | 5.45% | 2 |
|
|
2021
Q4 | $6.19M | Buy |
208,879
+172,356
| +472% | +$5.11M | 2.86% | 10 |
|
|
2021
Q3 | $1.09M | Buy |
36,523
+34,944
| +2,213% | +$1.04M | 0.57% | 35 |
|
|
2021
Q2 | $47K | Buy |
1,579
+311
| +25% | +$9.26K | 0.03% | 238 |
|
|
2021
Q1 | $38K | Buy |
1,268
+723
| +133% | +$21.7K | 0.02% | 265 |
|
|
2020
Q4 | $17K | Buy |
545
+190
| +54% | +$5.93K | 0.01% | 358 |
|
|
2020
Q3 | $11K | Buy |
+355
| New | +$11K | 0.01% | 380 |
|