AEPWM
Atlantic Edge Private Wealth Management’s Boeing BA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $139K | Hold |
664
| – | – | 0.04% | 148 |
|
2025
Q1 | $113K | Hold |
664
| – | – | 0.03% | 154 |
|
2024
Q4 | $118K | Buy |
664
+20
| +3% | +$3.54K | 0.04% | 154 |
|
2024
Q3 | $97.9K | Sell |
644
-20
| -3% | -$3.04K | 0.03% | 165 |
|
2024
Q2 | $121K | Sell |
664
-20
| -3% | -$3.64K | 0.04% | 150 |
|
2024
Q1 | $132K | Buy |
684
+244
| +55% | +$47.1K | 0.05% | 146 |
|
2023
Q4 | $115K | Buy |
+440
| New | +$115K | 0.05% | 147 |
|