EWM
Edge Wealth Management’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,200
| Closed | -$62K | – | 575 |
|
|
2020
Q2 | $62K | Hold |
1,200
| – | – | 0.01% | 246 |
|
|
2020
Q1 | $51K | Hold |
1,200
| – | – | 0.01% | 236 |
|
|
2019
Q4 | $54K | Hold |
1,200
| – | – | 0.01% | 248 |
|
|
2019
Q3 | $48K | Hold |
1,200
| – | – | 0.01% | 254 |
|
|
2019
Q2 | $49K | Hold |
1,200
| – | – | 0.01% | 260 |
|
|
2019
Q1 | $50K | Sell |
1,200
-225
| -16% | -$9.38K | 0.01% | 241 |
|
|
2018
Q4 | $55K | Buy |
1,425
+425
| +43% | +$16.4K | 0.02% | 238 |
|
|
2018
Q3 | $52K | Hold |
1,000
| – | – | 0.01% | 250 |
|
|
2018
Q2 | $53K | Sell |
1,000
-500
| -33% | -$26.5K | 0.01% | 238 |
|
|
2018
Q1 | $75K | Buy |
+1,500
| New | +$75K | 0.02% | 189 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$31K | – | 526 |
|
|
2016
Q4 | $31K | Buy |
+1,000
| New | +$31K | 0.01% | 229 |
|
|
2016
Q3 | – | Sell |
-1,440
| Closed | -$33K | – | 506 |
|
|
2016
Q2 | $33K | Sell |
1,440
-4,000
| -74% | -$91.7K | 0.01% | 202 |
|
|
2016
Q1 | $131K | Buy |
5,440
+4,440
| +444% | +$107K | 0.06% | 119 |
|
|
2015
Q4 | $28K | Buy |
+1,000
| New | +$28K | 0.01% | 222 |
|