APWA
Atlas Private Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65M | Buy |
119,004
+2,789
| +2% | +$203K | 1.11% | 24 |
|
|
2025
Q1 | $7.64M | Buy |
116,215
+71,357
| +159% | +$4.69M | 1.07% | 25 |
|
|
2024
Q4 | $3.09M | Buy |
44,858
+36,422
| +432% | +$2.51M | 0.44% | 35 |
|
|
2024
Q3 | $569K | Sell |
8,436
-173
| -2% | -$11.7K | 0.08% | 95 |
|
|
2024
Q2 | $551K | Buy |
8,609
+4,494
| +109% | +$288K | 0.09% | 92 |
|
|
2024
Q1 | $253K | Sell |
4,115
-9,799
| -70% | -$603K | 0.08% | 95 |
|
|
2023
Q4 | $778K | Buy |
13,914
+3,364
| +32% | +$188K | 0.14% | 66 |
|
|
2023
Q3 | $530K | Buy |
+10,550
| New | +$530K | 0.1% | 103 |
|