AEPWM
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Atlantic Edge Private Wealth Management’s MSCI MSCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-9
Closed -$5.25K 507
2024
Q3
$5.25K Hold
9
﹤0.01% 391
2024
Q2
$4.34K Hold
9
﹤0.01% 386
2024
Q1
$5.05K Hold
9
﹤0.01% 384
2023
Q4
$5.09K Buy
+9
New +$5.09K ﹤0.01% 360