AOWM
Alpha Omega Wealth Management’s Edison International EIX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-300
| Closed | -$20K | – | 319 |
|
2019
Q2 | $20K | Hold |
300
| – | – | 0.01% | 361 |
|
2019
Q1 | $19K | Hold |
300
| – | – | 0.01% | 357 |
|
2018
Q4 | $17K | Hold |
300
| – | – | 0.01% | 315 |
|
2018
Q3 | $20K | Hold |
300
| – | – | 0.01% | 312 |
|
2018
Q2 | $19K | Hold |
300
| – | – | 0.01% | 318 |
|
2018
Q1 | $19K | Hold |
300
| – | – | 0.01% | 297 |
|
2017
Q4 | $19K | Sell |
300
-100
| -25% | -$6.33K | 0.01% | 292 |
|
2017
Q3 | $31K | Hold |
400
| – | – | 0.02% | 257 |
|
2017
Q2 | $31K | Hold |
400
| – | – | 0.02% | 258 |
|
2017
Q1 | $32K | Hold |
400
| – | – | 0.02% | 255 |
|
2016
Q4 | $29K | Buy |
+400
| New | +$29K | 0.02% | 261 |
|