AWM
Aevitas Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $294K | Buy |
+4,614
| New | +$294K | 0.17% | 97 |
|
|
2018
Q4 | – | Sell |
-157
| Closed | -$11K | – | 411 |
|
|
2018
Q3 | $11K | Buy |
157
+1
| +0.6% | +$70 | 0.01% | 331 |
|
|
2018
Q2 | $10K | Buy |
156
+1
| +0.6% | +$64 | 0.01% | 321 |
|
|
2018
Q1 | $10K | Buy |
155
+2
| +1% | +$129 | 0.01% | 317 |
|
|
2017
Q4 | $10K | Buy |
+153
| New | +$10K | 0.01% | 315 |
|