AEPWM
Atlantic Edge Private Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
2,900
| – | – | 0.04% | 143 |
|
|
2025
Q1 | $153K | Hold |
2,900
| – | – | 0.05% | 134 |
|
|
2024
Q4 | $154K | Hold |
2,900
| – | – | 0.05% | 136 |
|
|
2024
Q3 | $158K | Hold |
2,900
| – | – | 0.05% | 139 |
|
|
2024
Q2 | $155K | Hold |
2,900
| – | – | 0.05% | 137 |
|
|
2024
Q1 | $156K | Buy |
+2,900
| New | +$156K | 0.05% | 138 |
|