AEPWM
Atlantic Edge Private Wealth Management’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.6K | Hold |
1,140
| – | – | 0.01% | 211 |
|
|
2025
Q1 | $56.2K | Hold |
1,140
| – | – | 0.02% | 196 |
|
|
2024
Q4 | $52K | Hold |
1,140
| – | – | 0.02% | 196 |
|
|
2024
Q3 | $52.8K | Hold |
1,140
| – | – | 0.02% | 200 |
|
|
2024
Q2 | $54.7K | Hold |
1,140
| – | – | 0.02% | 186 |
|
|
2024
Q1 | $56.3K | Hold |
1,140
| – | – | 0.02% | 183 |
|
|
2023
Q4 | $50.3K | Buy |
+1,140
| New | +$50.3K | 0.02% | 186 |
|