AEPWM
Atlantic Edge Private Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.9K | Hold |
690
| – | – | 0.02% | 201 |
|
|
2025
Q1 | $56.4K | Sell |
690
-25
| -3% | -$2.04K | 0.02% | 195 |
|
|
2024
Q4 | $56.2K | Sell |
715
-77
| -10% | -$6.05K | 0.02% | 192 |
|
|
2024
Q3 | $65.7K | Buy |
792
+77
| +11% | +$6.39K | 0.02% | 181 |
|
|
2024
Q2 | $54.8K | Hold |
715
| – | – | 0.02% | 185 |
|
|
2024
Q1 | $54.6K | Hold |
715
| – | – | 0.02% | 187 |
|
|
2023
Q4 | $51.5K | Buy |
+715
| New | +$51.5K | 0.02% | 185 |
|