AEPWM
Atlantic Edge Private Wealth Management’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-93
| Closed | -$4.88K | – | 509 |
|
|
2025
Q1 | $4.88K | Buy |
+93
| New | +$4.88K | ﹤0.01% | 411 |
|
|
2024
Q3 | – | Sell |
-12
| Closed | -$499 | – | 499 |
|
|
2024
Q2 | $499 | Hold |
12
| – | – | ﹤0.01% | 461 |
|
|
2024
Q1 | $503 | Hold |
12
| – | – | ﹤0.01% | 469 |
|
|
2023
Q4 | $482 | Buy |
+12
| New | +$482 | ﹤0.01% | 451 |
|