AEPWM
Atlantic Edge Private Wealth Management’s Yext YEXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213 | Hold |
25
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $154 | Hold |
25
| – | – | ﹤0.01% | 493 |
|
|
2024
Q4 | $159 | Hold |
25
| – | – | ﹤0.01% | 477 |
|
|
2024
Q3 | $173 | Hold |
25
| – | – | ﹤0.01% | 488 |
|
|
2024
Q2 | $134 | Hold |
25
| – | – | ﹤0.01% | 476 |
|
|
2024
Q1 | $151 | Hold |
25
| – | – | ﹤0.01% | 483 |
|
|
2023
Q4 | $148 | Buy |
+25
| New | +$148 | ﹤0.01% | 461 |
|