AEPWM
Atlantic Edge Private Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.3K | Hold |
1,125
| – | – | 0.02% | 176 |
|
|
2025
Q1 | $80.5K | Hold |
1,125
| – | – | 0.02% | 172 |
|
|
2024
Q4 | $73.8K | Hold |
1,125
| – | – | 0.02% | 175 |
|
|
2024
Q3 | $79.4K | Hold |
1,125
| – | – | 0.02% | 174 |
|
|
2024
Q2 | $74K | Hold |
1,125
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $76.1K | Buy |
1,125
+750
| +200% | +$50.7K | 0.03% | 166 |
|
|
2023
Q4 | $71.9K | Buy |
+375
| New | +$71.9K | 0.03% | 165 |
|