AEPWM
Atlantic Edge Private Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
2,794
+90
| +3% | +$55.6K | 0.47% | 54 |
|
|
2025
Q1 | $1.51M | Sell |
2,704
-60
| -2% | -$33.6K | 0.46% | 55 |
|
|
2024
Q4 | $1.62M | Sell |
2,764
-30
| -1% | -$17.6K | 0.5% | 53 |
|
|
2024
Q3 | $1.6M | Sell |
2,794
-35
| -1% | -$20.1K | 0.49% | 54 |
|
|
2024
Q2 | $1.54M | Buy |
2,829
+10
| +0.4% | +$5.44K | 0.51% | 49 |
|
|
2024
Q1 | $1.47M | Sell |
2,819
-20
| -0.7% | -$10.5K | 0.51% | 51 |
|
|
2023
Q4 | $1.35M | Buy |
+2,839
| New | +$1.35M | 0.55% | 47 |
|