AEPWM
Atlantic Edge Private Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Hold |
2,025
| – | – | 0.05% | 135 |
|
|
2025
Q1 | $174K | Sell |
2,025
-250
| -11% | -$21.5K | 0.05% | 131 |
|
|
2024
Q4 | $191K | Hold |
2,275
| – | – | 0.06% | 128 |
|
|
2024
Q3 | $219K | Hold |
2,275
| – | – | 0.07% | 128 |
|
|
2024
Q2 | $201K | Hold |
2,275
| – | – | 0.07% | 125 |
|
|
2024
Q1 | $211K | Sell |
2,275
-75
| -3% | -$6.97K | 0.07% | 125 |
|
|
2023
Q4 | $201K | Buy |
+2,350
| New | +$201K | 0.08% | 122 |
|