AEPWM
Atlantic Edge Private Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
2,878
-200
| -6% | -$21.3K | 0.08% | 110 |
|
|
2025
Q1 | $276K | Sell |
3,078
-35
| -1% | -$3.13K | 0.08% | 114 |
|
|
2024
Q4 | $306K | Hold |
3,113
| – | – | 0.09% | 110 |
|
|
2024
Q3 | $275K | Sell |
3,113
-75
| -2% | -$6.64K | 0.08% | 115 |
|
|
2024
Q2 | $236K | Buy |
3,188
+85
| +3% | +$6.29K | 0.08% | 114 |
|
|
2024
Q1 | $240K | Hold |
3,103
| – | – | 0.08% | 116 |
|
|
2023
Q4 | $240K | Buy |
+3,103
| New | +$240K | 0.1% | 114 |
|