APWM
Atlas Private Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,846
| Closed | -$759K | – | 120 |
|
|
2023
Q4 | $759K | Buy |
18,846
+272
| +1% | +$11K | 0.36% | 79 |
|
|
2023
Q3 | $680K | Buy |
18,574
+76
| +0.4% | +$2.78K | 0.36% | 80 |
|
|
2023
Q2 | $723K | Sell |
18,498
-783
| -4% | -$30.6K | 0.38% | 77 |
|
|
2023
Q1 | $720K | Buy |
19,281
+76
| +0.4% | +$2.84K | 0.43% | 76 |
|
|
2022
Q4 | $696K | Sell |
19,205
-396
| -2% | -$14.4K | 0.32% | 71 |
|
|
2022
Q3 | $632K | Buy |
19,601
+1,922
| +11% | +$62K | 0.46% | 67 |
|
|
2022
Q2 | $602K | Buy |
+17,679
| New | +$602K | 0.41% | 78 |
|