APWM
Atlas Private Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.73M | Buy |
4,063
+245
| +6% | +$104K | 0.73% | 47 |
|
|
2023
Q4 | $1.68M | Buy |
3,818
+49
| +1% | +$21.6K | 0.79% | 44 |
|
|
2023
Q3 | $1.38M | Buy |
3,769
+162
| +4% | +$59.2K | 0.74% | 48 |
|
|
2023
Q2 | $1.45M | Buy |
3,607
+1,757
| +95% | +$704K | 0.76% | 46 |
|
|
2023
Q1 | $638K | Hold |
1,850
| – | – | 0.38% | 81 |
|
|
2022
Q4 | $620K | Hold |
1,850
| – | – | 0.29% | 77 |
|
|
2022
Q3 | $565K | Hold |
1,850
| – | – | 0.41% | 74 |
|
|
2022
Q2 | $624K | Hold |
1,850
| – | – | 0.43% | 72 |
|
|
2022
Q1 | $759K | Hold |
1,850
| – | – | 0.44% | 74 |
|
|
2021
Q4 | $873K | Buy |
1,850
+1,008
| +120% | +$476K | 0.49% | 63 |
|
|
2021
Q3 | $358K | Hold |
842
| – | – | 0.22% | 99 |
|
|
2021
Q2 | $346K | Hold |
842
| – | – | 0.21% | 99 |
|
|
2021
Q1 | $297K | Hold |
842
| – | – | 0.19% | 102 |
|
|
2020
Q4 | $277K | Hold |
842
| – | – | 0.2% | 100 |
|
|
2020
Q3 | $304K | Hold |
842
| – | – | 0.24% | 89 |
|
|
2020
Q2 | $277K | Hold |
842
| – | – | 0.22% | 91 |
|
|
2020
Q1 | $206K | Buy |
+842
| New | +$206K | 0.19% | 106 |
|