AEPWM
Atlantic Edge Private Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
1,853
| – | – | 0.13% | 92 |
|
|
2025
Q1 | $383K | Hold |
1,853
| – | – | 0.12% | 98 |
|
|
2024
Q4 | $431K | Hold |
1,853
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $418K | Buy |
1,853
+253
| +16% | +$57.1K | 0.13% | 98 |
|
|
2024
Q2 | $362K | Sell |
1,600
-150
| -9% | -$33.9K | 0.12% | 98 |
|
|
2024
Q1 | $364K | Sell |
1,750
-360
| -17% | -$75K | 0.13% | 100 |
|
|
2023
Q4 | $406K | Buy |
+2,110
| New | +$406K | 0.17% | 95 |
|