AEPWM
Atlantic Edge Private Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94K | Hold |
100
| – | – | ﹤0.01% | 382 |
|
|
2025
Q1 | $8.44K | Hold |
100
| – | – | ﹤0.01% | 364 |
|
|
2024
Q4 | $7.74K | Hold |
100
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $8.59K | Hold |
100
| – | – | ﹤0.01% | 350 |
|
|
2024
Q2 | $7.85K | Hold |
100
| – | – | ﹤0.01% | 338 |
|
|
2024
Q1 | $8.63K | Hold |
100
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $7.87K | Buy |
+100
| New | +$7.87K | ﹤0.01% | 317 |
|