AEPWM
XYZ
Atlantic Edge Private Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4K | Hold |
50
| – | – | ﹤0.01% | 443 |
|
|
2025
Q1 | $2.72K | Hold |
50
| – | – | ﹤0.01% | 446 |
|
|
2024
Q4 | $4.25K | Hold |
50
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $3.36K | Hold |
50
| – | – | ﹤0.01% | 421 |
|
|
2024
Q2 | $3.23K | Hold |
50
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $4.23K | Hold |
50
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $3.87K | Buy |
+50
| New | +$3.87K | ﹤0.01% | 387 |
|