APWM
Atlas Private Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,590
| Closed | -$549K | – | 124 |
|
|
2022
Q1 | $549K | Hold |
6,590
| – | – | 0.32% | 91 |
|
|
2021
Q4 | $558K | Hold |
6,590
| – | – | 0.31% | 87 |
|
|
2021
Q3 | $540K | Sell |
6,590
-115
| -2% | -$9.42K | 0.33% | 83 |
|
|
2021
Q2 | $575K | Hold |
6,705
| – | – | 0.35% | 79 |
|
|
2021
Q1 | $550K | Sell |
6,705
-300
| -4% | -$24.6K | 0.35% | 75 |
|
|
2020
Q4 | $464K | Hold |
7,005
| – | – | 0.33% | 77 |
|
|
2020
Q3 | $351K | Sell |
7,005
-375
| -5% | -$18.8K | 0.27% | 82 |
|
|
2020
Q2 | $363K | Hold |
7,380
| – | – | 0.29% | 84 |
|
|
2020
Q1 | $302K | Hold |
7,380
| – | – | 0.28% | 88 |
|
|
2019
Q4 | $485K | Buy |
+7,380
| New | +$485K | 0.37% | 81 |
|