APWA
Atlas Private Wealth Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-845
| Closed | -$44K | – | 735 |
|
|
2021
Q3 | $44K | Hold |
845
| – | – | 0.02% | 248 |
|
|
2021
Q2 | $45K | Buy |
845
+87
| +11% | +$4.63K | 0.02% | 245 |
|
|
2021
Q1 | $40K | Buy |
758
+148
| +24% | +$7.81K | 0.02% | 255 |
|
|
2020
Q4 | $29K | Buy |
610
+115
| +23% | +$5.47K | 0.02% | 289 |
|
|
2020
Q3 | $21K | Buy |
495
+265
| +115% | +$11.2K | 0.02% | 304 |
|
|
2020
Q2 | $10K | Buy |
+230
| New | +$10K | 0.01% | 413 |
|