AEPWM
Atlantic Edge Private Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3K | Hold |
122
| – | – | 0.02% | 185 |
|
|
2025
Q1 | $57.2K | Hold |
122
| – | – | 0.02% | 192 |
|
|
2024
Q4 | $62.4K | Sell |
122
-5
| -4% | -$2.56K | 0.02% | 184 |
|
|
2024
Q3 | $62K | Buy |
127
+8
| +7% | +$3.91K | 0.02% | 187 |
|
|
2024
Q2 | $57K | Sell |
119
-110
| -48% | -$52.7K | 0.02% | 181 |
|
|
2024
Q1 | $102K | Hold |
229
| – | – | 0.04% | 153 |
|
|
2023
Q4 | $93.8K | Buy |
+229
| New | +$93.8K | 0.04% | 152 |
|