PWA
Phoenix Wealth Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-800
| Closed | -$39K | – | 132 |
|
|
2021
Q3 | $39K | Sell |
800
-19,456
| -96% | -$948K | 0.03% | 209 |
|
|
2021
Q2 | $1.03M | Buy |
20,256
+19,206
| +1,829% | +$980K | 0.75% | 37 |
|
|
2021
Q1 | $55K | Buy |
1,050
+750
| +250% | +$39.3K | 0.04% | 184 |
|
|
2020
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 271 |
|