AEPWM
Atlantic Edge Private Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78K | Hold |
45
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $2.68K | Hold |
45
| – | – | ﹤0.01% | 447 |
|
|
2024
Q4 | $2.81K | Hold |
45
| – | – | ﹤0.01% | 426 |
|
|
2024
Q3 | $2.81K | Hold |
45
| – | – | ﹤0.01% | 434 |
|
|
2024
Q2 | $2.6K | Hold |
45
| – | – | ﹤0.01% | 415 |
|
|
2024
Q1 | $2.75K | Hold |
45
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $2.58K | Buy |
+45
| New | +$2.58K | ﹤0.01% | 406 |
|