AEPWM
Atlantic Edge Private Wealth Management’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Hold |
1,475
| – | – | 0.04% | 142 |
|
|
2025
Q1 | $150K | Sell |
1,475
-50
| -3% | -$5.07K | 0.05% | 136 |
|
|
2024
Q4 | $147K | Sell |
1,525
-150
| -9% | -$14.4K | 0.05% | 140 |
|
|
2024
Q3 | $171K | Sell |
1,675
-45
| -3% | -$4.59K | 0.05% | 136 |
|
|
2024
Q2 | $151K | Hold |
1,720
| – | – | 0.05% | 140 |
|
|
2024
Q1 | $145K | Sell |
1,720
-25
| -1% | -$2.11K | 0.05% | 142 |
|
|
2023
Q4 | $139K | Buy |
+1,745
| New | +$139K | 0.06% | 138 |
|