Edge Wealth Management’s SCE TRUST V SCE.PRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,478
| Closed | -$207K | – | 627 |
|
|
2019
Q3 | $207K | Hold |
8,478
| – | – | 0.05% | 135 |
|
|
2019
Q2 | $204K | Hold |
8,478
| – | – | 0.05% | 140 |
|
|
2019
Q1 | $189K | Buy |
8,478
+2,800
| +49% | +$62.4K | 0.05% | 140 |
|
|
2018
Q4 | $119K | Sell |
5,678
-4,700
| -45% | -$98.5K | 0.03% | 172 |
|
|
2018
Q3 | $256K | Buy |
+10,378
| New | +$256K | 0.06% | 125 |
|