AEPWM
Atlantic Edge Private Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
16,600
+3,150
| +23% | +$197K | 0.28% | 69 |
|
|
2025
Q1 | $642K | Hold |
13,450
| – | – | 0.2% | 83 |
|
|
2024
Q4 | $728K | Sell |
13,450
-1,200
| -8% | -$65K | 0.23% | 83 |
|
|
2024
Q3 | $539K | Hold |
14,650
| – | – | 0.16% | 92 |
|
|
2024
Q2 | $510K | Buy |
14,650
+13,000
| +788% | +$453K | 0.17% | 90 |
|
|
2024
Q1 | $68K | Buy |
+1,650
| New | +$68K | 0.02% | 172 |
|