APWA
Atlas Private Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-321
| Closed | -$41K | – | 647 |
|
|
2021
Q3 | $41K | Buy |
321
+3
| +0.9% | +$383 | 0.02% | 252 |
|
|
2021
Q2 | $41K | Buy |
318
+33
| +12% | +$4.26K | 0.02% | 252 |
|
|
2021
Q1 | $36K | Buy |
285
+20
| +8% | +$2.53K | 0.02% | 272 |
|
|
2020
Q4 | $34K | Buy |
265
+125
| +89% | +$16K | 0.02% | 267 |
|
|
2020
Q3 | $18K | Buy |
140
+40
| +40% | +$5.14K | 0.02% | 322 |
|
|
2020
Q2 | $12K | Buy |
+100
| New | +$12K | 0.01% | 387 |
|