AEPWM
Atlantic Edge Private Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.1K | Hold |
350
| – | – | 0.02% | 177 |
|
|
2025
Q1 | $69.1K | Sell |
350
-10
| -3% | -$1.98K | 0.02% | 178 |
|
|
2024
Q4 | $80.8K | Sell |
360
-83
| -19% | -$18.6K | 0.03% | 172 |
|
|
2024
Q3 | $88.8K | Buy |
443
+83
| +23% | +$16.6K | 0.03% | 170 |
|
|
2024
Q2 | $65.7K | Sell |
360
-65
| -15% | -$11.9K | 0.02% | 175 |
|
|
2024
Q1 | $78.2K | Sell |
425
-150
| -26% | -$27.6K | 0.03% | 164 |
|
|
2023
Q4 | $103K | Buy |
+575
| New | +$103K | 0.04% | 150 |
|