AEPWM
Atlantic Edge Private Wealth Management’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-62
| Closed | -$2.06K | – | 522 |
|
|
2025
Q1 | $2.06K | Hold |
62
| – | – | ﹤0.01% | 457 |
|
|
2024
Q4 | $2.03K | Hold |
62
| – | – | ﹤0.01% | 441 |
|
|
2024
Q3 | $2.09K | Hold |
62
| – | – | ﹤0.01% | 445 |
|
|
2024
Q2 | $2.02K | Sell |
62
-129
| -68% | -$4.2K | ﹤0.01% | 427 |
|
|
2024
Q1 | $6.24K | Sell |
191
-27
| -12% | -$883 | ﹤0.01% | 364 |
|
|
2023
Q4 | $7.16K | Buy |
+218
| New | +$7.16K | ﹤0.01% | 331 |
|