Reilly Financial Advisors’s Southern California Edison Company 4.78% Cum. Pfd. SCE.PRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$25K | – | 890 |
|
|
2016
Q1 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 404 |
|
|
2015
Q4 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 410 |
|
|
2015
Q3 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 557 |
|
|
2015
Q2 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 633 |
|
|
2015
Q1 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 605 |
|
|
2014
Q4 | $24K | Hold |
1,000
| – | – | 0.01% | 368 |
|
|
2014
Q3 | $24K | Hold |
1,000
| – | – | 0.01% | 367 |
|
|
2014
Q2 | $23K | Hold |
1,000
| – | – | 0.01% | 390 |
|
|
2014
Q1 | $23K | Hold |
1,000
| – | – | 0.01% | 410 |
|
|
2013
Q4 | $22K | Hold |
1,000
| – | – | 0.01% | 379 |
|
|
2013
Q3 | $23K | Hold |
1,000
| – | – | 0.01% | 329 |
|
|
2013
Q2 | $24K | Buy |
+1,000
| New | +$24K | 0.01% | 329 |
|