AEPWM
Atlantic Edge Private Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25
| Closed | -$1.32K | – | 499 |
|
|
2024
Q3 | $1.32K | Hold |
25
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $1.16K | Sell |
25
-50
| -67% | -$2.32K | ﹤0.01% | 443 |
|
|
2024
Q1 | $3.53K | Hold |
75
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $3.45K | Buy |
+75
| New | +$3.45K | ﹤0.01% | 393 |
|