AEPWM
Atlantic Edge Private Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
90
| – | – | ﹤0.01% | 345 |
|
|
2025
Q1 | $12.1K | Hold |
90
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $11.8K | Hold |
90
| – | – | ﹤0.01% | 320 |
|
|
2024
Q3 | $12.2K | Hold |
90
| – | – | ﹤0.01% | 323 |
|
|
2024
Q2 | $10.9K | Hold |
90
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $11.1K | Hold |
90
| – | – | ﹤0.01% | 304 |
|
|
2023
Q4 | $10.6K | Buy |
+90
| New | +$10.6K | ﹤0.01% | 293 |
|