AEPWM
Atlantic Edge Private Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
92,285
-1,180
| -1% | -$36.2K | 0.78% | 37 |
|
|
2025
Q1 | $2.87M | Buy |
93,465
+22,035
| +31% | +$677K | 0.88% | 30 |
|
|
2024
Q4 | $2.25M | Sell |
71,430
-2,696
| -4% | -$84.8K | 0.7% | 37 |
|
|
2024
Q3 | $2.46M | Sell |
74,126
-3,490
| -4% | -$116K | 0.75% | 35 |
|
|
2024
Q2 | $2.45M | Sell |
77,616
-23,450
| -23% | -$740K | 0.82% | 27 |
|
|
2024
Q1 | $3.26M | Buy |
101,066
+700
| +0.7% | +$22.6K | 1.12% | 20 |
|
|
2023
Q4 | $3.13M | Buy |
+100,366
| New | +$3.13M | 1.27% | 15 |
|