APWM
Atlas Private Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.94M | Buy |
48,986
+406
| +0.8% | +$16.1K | 0.82% | 41 |
|
|
2023
Q4 | $1.82M | Buy |
48,580
+574
| +1% | +$21.6K | 0.86% | 40 |
|
|
2023
Q3 | $1.61M | Buy |
48,006
+1,739
| +4% | +$58.4K | 0.87% | 37 |
|
|
2023
Q2 | $1.65M | Buy |
46,267
+3,439
| +8% | +$122K | 0.87% | 36 |
|
|
2023
Q1 | $1.51M | Buy |
42,828
+2,000
| +5% | +$70.6K | 0.91% | 38 |
|
|
2022
Q4 | $1.32M | Buy |
40,828
+4,241
| +12% | +$137K | 0.61% | 34 |
|
|
2022
Q3 | $1.02M | Buy |
36,587
+3,520
| +11% | +$97.7K | 0.74% | 43 |
|
|
2022
Q2 | $1.02M | Hold |
33,067
| – | – | 0.7% | 43 |
|
|
2022
Q1 | $1.22M | Buy |
+33,067
| New | +$1.22M | 0.71% | 45 |
|