AEPWM
Atlantic Edge Private Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-95
| Closed | -$4.43K | – | 516 |
|
|
2025
Q1 | $4.43K | Hold |
95
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $4.79K | Hold |
95
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $4.52K | Hold |
95
| – | – | ﹤0.01% | 408 |
|
|
2024
Q2 | $3.94K | Hold |
95
| – | – | ﹤0.01% | 392 |
|
|
2024
Q1 | $4.12K | Hold |
95
| – | – | ﹤0.01% | 401 |
|
|
2023
Q4 | $3.98K | Buy |
+95
| New | +$3.98K | ﹤0.01% | 385 |
|