AEPWM
Atlantic Edge Private Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Hold |
200
| – | – | 0.01% | 305 |
|
|
2025
Q1 | $15.7K | Hold |
200
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $14.8K | Sell |
200
-77
| -28% | -$5.7K | ﹤0.01% | 304 |
|
|
2024
Q3 | $18K | Hold |
277
| – | – | 0.01% | 281 |
|
|
2024
Q2 | $20.4K | Hold |
277
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $20K | Hold |
277
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $19.1K | Buy |
+277
| New | +$19.1K | 0.01% | 245 |
|