WLPWM
Walled Lake Planning & Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-256
| Closed | -$14K | – | 163 |
|
|
2021
Q3 | $14K | Buy |
256
+2
| +0.8% | +$109 | 0.01% | 243 |
|
|
2021
Q2 | $15K | Buy |
254
+1
| +0.4% | +$59 | 0.01% | 225 |
|
|
2021
Q1 | $15K | Sell |
253
-128
| -34% | -$7.59K | 0.01% | 214 |
|
|
2020
Q4 | $24K | Buy |
381
+3
| +0.8% | +$189 | 0.02% | 165 |
|
|
2020
Q3 | $19K | Buy |
378
+3
| +0.8% | +$151 | 0.02% | 174 |
|
|
2020
Q2 | $20K | Buy |
375
+3
| +0.8% | +$160 | 0.02% | 154 |
|
|
2020
Q1 | $20K | Buy |
372
+2
| +0.5% | +$108 | 0.02% | 143 |
|
|
2019
Q4 | $28K | Buy |
+370
| New | +$28K | 0.02% | 143 |
|