AEPWM
Atlantic Edge Private Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1K | Hold |
110
| – | – | 0.01% | 242 |
|
|
2025
Q1 | $30K | Hold |
110
| – | – | 0.01% | 238 |
|
|
2024
Q4 | $29K | Sell |
110
-63
| -36% | -$16.6K | 0.01% | 236 |
|
|
2024
Q3 | $52.3K | Buy |
173
+63
| +57% | +$19K | 0.02% | 202 |
|
|
2024
Q2 | $31.9K | Buy |
110
+60
| +120% | +$17.4K | 0.01% | 224 |
|
|
2024
Q1 | $14.1K | Hold |
50
| – | – | ﹤0.01% | 283 |
|
|
2023
Q4 | $13K | Buy |
+50
| New | +$13K | 0.01% | 272 |
|