AEPWM
Atlantic Edge Private Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Sell |
2,375
-50
| -2% | -$2.82K | 0.04% | 150 |
|
|
2025
Q1 | $148K | Hold |
2,425
| – | – | 0.05% | 137 |
|
|
2024
Q4 | $141K | Hold |
2,425
| – | – | 0.04% | 143 |
|
|
2024
Q3 | $158K | Hold |
2,425
| – | – | 0.05% | 138 |
|
|
2024
Q2 | $149K | Hold |
2,425
| – | – | 0.05% | 142 |
|
|
2024
Q1 | $150K | Buy |
2,425
+1,940
| +400% | +$120K | 0.05% | 140 |
|
|
2023
Q4 | $139K | Buy |
+485
| New | +$139K | 0.06% | 139 |
|