AEPWM
Atlantic Edge Private Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.4K | Hold |
1,211
| – | – | 0.02% | 192 |
|
|
2025
Q1 | $60.3K | Sell |
1,211
-50
| -4% | -$2.49K | 0.02% | 187 |
|
|
2024
Q4 | $60.9K | Hold |
1,261
| – | – | 0.02% | 186 |
|
|
2024
Q3 | $57.1K | Buy |
1,261
+122
| +11% | +$5.53K | 0.02% | 192 |
|
|
2024
Q2 | $46.8K | Hold |
1,139
| – | – | 0.02% | 199 |
|
|
2024
Q1 | $48K | Hold |
1,139
| – | – | 0.02% | 195 |
|
|
2023
Q4 | $42.8K | Buy |
+1,139
| New | +$42.8K | 0.02% | 193 |
|