Arete Wealth Advisors’s Edison International EIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,250
Closed -$295K 553
2023
Q2
$295K Sell
4,250
-300
-7% -$20.8K 0.03% 502
2023
Q1
$321K Buy
4,550
+9
+0.2% +$635 0.03% 455
2022
Q4
$289M Sell
4,541
-114
-2% -$7.25M 0.03% 462
2022
Q3
$263K Buy
+4,655
New +$263K 0.03% 440