AEPWM
Atlantic Edge Private Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14K | Sell |
50
-9
| -15% | -$1.65K | ﹤0.01% | 372 |
|
|
2025
Q1 | $10.1K | Hold |
59
| – | – | ﹤0.01% | 343 |
|
|
2024
Q4 | $10.5K | Hold |
59
| – | – | ﹤0.01% | 335 |
|
|
2024
Q3 | $10.6K | Hold |
59
| – | – | ﹤0.01% | 333 |
|
|
2024
Q2 | $10.1K | Hold |
59
| – | – | ﹤0.01% | 315 |
|
|
2024
Q1 | $9.7K | Hold |
59
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $8.68K | Buy |
+59
| New | +$8.68K | ﹤0.01% | 304 |
|