BWM
Baystate Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.57K | Buy |
63
+1
| +2% | +$72 | ﹤0.01% | 911 |
|
|
2023
Q3 | $3.93K | Buy |
62
+1
| +2% | +$63 | ﹤0.01% | 712 |
|
|
2023
Q2 | $4.27K | Buy |
61
+1
| +2% | +$70 | ﹤0.01% | 727 |
|
|
2023
Q1 | $4.3K | Hold |
60
| – | – | ﹤0.01% | 713 |
|
|
2022
Q4 | $4K | Buy |
60
+1
| +2% | +$67 | ﹤0.01% | 704 |
|
|
2022
Q3 | $3K | Buy |
59
+1
| +2% | +$51 | ﹤0.01% | 692 |
|
|
2022
Q2 | $4K | Hold |
58
| – | – | ﹤0.01% | 682 |
|
|
2022
Q1 | $4K | Buy |
58
+1
| +2% | +$69 | ﹤0.01% | 670 |
|
|
2021
Q4 | $4K | Hold |
57
| – | – | ﹤0.01% | 670 |
|
|
2021
Q3 | $3K | Buy |
57
+1
| +2% | +$53 | ﹤0.01% | 644 |
|
|
2021
Q2 | $3K | Buy |
56
+1
| +2% | +$54 | ﹤0.01% | 610 |
|
|
2021
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 557 |
|
|
2020
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 525 |
|
|
2020
Q3 | $3K | Sell |
55
-191
| -78% | -$10.4K | ﹤0.01% | 491 |
|
|
2020
Q2 | $13K | Sell |
246
-320
| -57% | -$16.9K | ﹤0.01% | 349 |
|
|
2020
Q1 | $31K | Sell |
566
-237
| -30% | -$13K | ﹤0.01% | 238 |
|
|
2019
Q4 | $61K | Buy |
803
+751
| +1,444% | +$57.1K | 0.01% | 205 |
|
|
2019
Q3 | $4K | Buy |
52
+1
| +2% | +$77 | ﹤0.01% | 436 |
|
|
2019
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 463 |
|
|
2019
Q1 | $3K | Buy |
51
+1
| +2% | +$59 | ﹤0.01% | 467 |
|
|
2018
Q4 | $3K | Sell |
50
-202
| -80% | -$12.1K | ﹤0.01% | 476 |
|
|
2018
Q3 | $18K | Buy |
252
+2
| +0.8% | +$143 | ﹤0.01% | 312 |
|
|
2018
Q2 | $16K | Hold |
250
| – | – | ﹤0.01% | 316 |
|
|
2018
Q1 | $16K | Sell |
250
-2,842
| -92% | -$182K | ﹤0.01% | 310 |
|
|
2017
Q4 | $192K | Hold |
3,092
| – | – | 0.03% | 88 |
|
|
2017
Q3 | $240K | Hold |
3,092
| – | – | 0.04% | 71 |
|
|
2017
Q2 | $241K | Hold |
3,092
| – | – | 0.04% | 68 |
|
|
2017
Q1 | $250K | Buy |
3,092
+50
| +2% | +$4.04K | 0.05% | 66 |
|
|
2016
Q4 | $220K | Hold |
3,042
| – | – | 0.04% | 56 |
|
|
2016
Q3 | $220K | Buy |
3,042
+16
| +0.5% | +$1.16K | 0.05% | 49 |
|
|
2016
Q2 | $235K | Buy |
3,026
+20
| +0.7% | +$1.55K | 0.05% | 53 |
|
|
2016
Q1 | $216K | Buy |
+3,006
| New | +$216K | 0.05% | 54 |
|