PWAG
Polaris Wealth Advisory Group’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,388
| Closed | -$94K | – | 232 |
|
|
2018
Q3 | $94K | Buy |
1,388
+1,078
| +348% | +$73K | 0.01% | 203 |
|
|
2018
Q2 | $20K | Sell |
310
-1,040
| -77% | -$67.1K | ﹤0.01% | 174 |
|
|
2018
Q1 | $86K | Buy |
+1,350
| New | +$86K | 0.01% | 178 |
|
|
2014
Q2 | – | Sell |
-400
| Closed | -$23K | – | 93 |
|
|
2014
Q1 | $23K | Hold |
400
| – | – | 0.01% | 113 |
|
|
2013
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 123 |
|
|
2013
Q3 | $18.4K | Hold |
400
| – | – | 0.01% | 103 |
|
|
2013
Q2 | $19.3K | Buy |
+400
| New | +$19.3K | 0.01% | 112 |
|