AEPWM
Atlantic Edge Private Wealth Management’s Toll Brothers TOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5K | Hold |
250
| – | – | 0.01% | 251 |
|
|
2025
Q1 | $26.4K | Sell |
250
-100
| -29% | -$10.6K | 0.01% | 250 |
|
|
2024
Q4 | $44.1K | Hold |
350
| – | – | 0.01% | 210 |
|
|
2024
Q3 | $54.1K | Hold |
350
| – | – | 0.02% | 197 |
|
|
2024
Q2 | $40.3K | Hold |
350
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $45.3K | Hold |
350
| – | – | 0.02% | 198 |
|
|
2023
Q4 | $36K | Buy |
+350
| New | +$36K | 0.01% | 201 |
|