PPWM
PFG Private Wealth Management’s Edison International EIX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-42
| Closed | -$2.48K | – | 114 |
|
2025
Q1 | $2.48K | Hold |
42
| – | – | ﹤0.01% | 223 |
|
2024
Q4 | $3.35K | Hold |
42
| – | – | ﹤0.01% | 178 |
|
2024
Q3 | $3.66K | Hold |
42
| – | – | ﹤0.01% | 176 |
|
2024
Q2 | $3.02K | Hold |
42
| – | – | ﹤0.01% | 182 |
|
2024
Q1 | $2.97K | Hold |
42
| – | – | ﹤0.01% | 172 |
|
2023
Q4 | $3K | Sell |
42
-48
| -53% | -$3.43K | ﹤0.01% | 177 |
|
2023
Q3 | $5.7K | Sell |
90
-185
| -67% | -$11.7K | ﹤0.01% | 215 |
|
2023
Q2 | $19.1K | Buy |
275
+126
| +85% | +$8.75K | 0.01% | 182 |
|
2023
Q1 | $10.5K | Buy |
149
+119
| +397% | +$8.4K | 0.01% | 200 |
|
2022
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 286 |
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 296 |
|
2022
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 284 |
|