Atlantic Edge Private Wealth Management’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Sell
2025
Q1
$276K Sell
2024
Q4
$306K Hold
2024
Q3
$275K Sell
2024
Q2
$236K Buy
2024
Q1
$240K Hold
2023
Q4
$240K Buy