B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,787
| Closed | -$303K | – | 530 |
|
|
2017
Q1 | $303K | Sell |
3,787
-371
| -9% | -$29.7K | 0.06% | 337 |
|
|
2016
Q4 | $301K | Sell |
4,158
-4,958
| -54% | -$359K | 0.06% | 346 |
|
|
2016
Q3 | $659K | Sell |
9,116
-319
| -3% | -$23.1K | 0.13% | 197 |
|
|
2016
Q2 | $733K | Buy |
9,435
+587
| +7% | +$45.6K | 0.15% | 176 |
|
|
2016
Q1 | $636K | Sell |
8,848
-1,799
| -17% | -$129K | 0.15% | 171 |
|
|
2015
Q4 | $631K | Sell |
10,647
-95
| -0.9% | -$5.63K | 0.13% | 194 |
|
|
2015
Q3 | $678K | Sell |
10,742
-74
| -0.7% | -$4.67K | 0.16% | 172 |
|
|
2015
Q2 | $602K | Sell |
10,816
-3,265
| -23% | -$182K | 0.15% | 179 |
|
|
2015
Q1 | $879K | Buy |
14,081
+6,549
| +87% | +$409K | 0.21% | 124 |
|
|
2014
Q4 | $493 | Hold |
7,532
| – | – | 0.01% | 953 |
|
|
2014
Q3 | $421K | Sell |
7,532
-5,132
| -41% | -$287K | 0.11% | 247 |
|
|
2014
Q2 | $293K | Buy |
12,664
+4,998
| +65% | +$116K | 0.07% | 325 |
|
|
2014
Q1 | $434K | Hold |
7,666
| – | – | 0.13% | 176 |
|
|
2013
Q4 | $355K | Hold |
7,666
| – | – | 0.11% | 202 |
|
|
2013
Q3 | $353K | Sell |
7,666
-366
| -5% | -$16.9K | 0.12% | 192 |
|
|
2013
Q2 | $387K | Buy |
+8,032
| New | +$387K | 0.13% | 182 |
|