AEPWM
Atlantic Edge Private Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 507 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 499 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 484 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 496 |
|
|
2024
Q2 | – | Sell |
-6
| Closed | -$323 | – | 485 |
|
|
2024
Q1 | $323 | Hold |
6
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $293 | Buy |
+6
| New | +$293 | ﹤0.01% | 455 |
|