APWM
Atlas Private Wealth Management’s iShares Global Infrastructure ETF IGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,517
| Closed | -$307K | – | 121 |
|
|
2023
Q4 | $307K | Sell |
6,517
-6,872
| -51% | -$323K | 0.14% | 102 |
|
|
2023
Q3 | $580K | Buy |
13,389
+639
| +5% | +$27.7K | 0.31% | 85 |
|
|
2023
Q2 | $599K | Buy |
12,750
+241
| +2% | +$11.3K | 0.32% | 86 |
|
|
2023
Q1 | $597K | Buy |
12,509
+1,471
| +13% | +$70.2K | 0.36% | 83 |
|
|
2022
Q4 | $506K | Sell |
11,038
-456
| -4% | -$20.9K | 0.23% | 82 |
|
|
2022
Q3 | $481K | Buy |
11,494
+908
| +9% | +$38K | 0.35% | 79 |
|
|
2022
Q2 | $495K | Buy |
+10,586
| New | +$495K | 0.34% | 84 |
|