APWA
Atlas Private Wealth Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27,214
| Closed | -$820K | – | 143 |
|
|
2022
Q1 | $820K | Buy |
27,214
+4,597
| +20% | +$139K | 0.36% | 58 |
|
|
2021
Q4 | $700K | Buy |
22,617
+8,613
| +62% | +$267K | 0.32% | 72 |
|
|
2021
Q3 | $438K | Sell |
14,004
-209
| -1% | -$6.54K | 0.23% | 90 |
|
|
2021
Q2 | $445K | Buy |
14,213
+1,559
| +12% | +$48.8K | 0.24% | 81 |
|
|
2021
Q1 | $396K | Buy |
12,654
+6,938
| +121% | +$217K | 0.22% | 84 |
|
|
2020
Q4 | $179K | Buy |
5,716
+3,730
| +188% | +$117K | 0.12% | 113 |
|
|
2020
Q3 | $62K | Buy |
1,986
+1,530
| +336% | +$47.8K | 0.05% | 184 |
|
|
2020
Q2 | $14K | Buy |
+456
| New | +$14K | 0.01% | 363 |
|