AEPWM
Atlantic Edge Private Wealth Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6K | Hold |
533
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $44.7K | Hold |
533
| – | – | 0.01% | 213 |
|
|
2024
Q4 | $41K | Hold |
533
| – | – | 0.01% | 213 |
|
|
2024
Q3 | $38.3K | Hold |
533
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $31.9K | Hold |
533
| – | – | 0.01% | 223 |
|
|
2024
Q1 | $30.7K | Hold |
533
| – | – | 0.01% | 225 |
|
|
2023
Q4 | $27.7K | Buy |
+533
| New | +$27.7K | 0.01% | 217 |
|