Belpointe Asset Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,462
| Closed | -$244K | – | 1356 |
|
|
2023
Q1 | $244K | Buy |
3,462
+1,189
| +52% | +$83.9K | 0.01% | 840 |
|
|
2022
Q4 | $145K | Sell |
2,273
-312
| -12% | -$19.9K | 0.01% | 1039 |
|
|
2022
Q3 | $146K | Buy |
2,585
+362
| +16% | +$20.4K | 0.01% | 977 |
|
|
2022
Q2 | $141K | Sell |
2,223
-47
| -2% | -$2.98K | 0.01% | 963 |
|
|
2022
Q1 | $159K | Sell |
2,270
-34
| -1% | -$2.38K | 0.01% | 1006 |
|
|
2021
Q4 | $157K | Buy |
2,304
+345
| +18% | +$23.5K | 0.01% | 994 |
|
|
2021
Q3 | $108K | Sell |
1,959
-183
| -9% | -$10.1K | 0.01% | 1122 |
|
|
2021
Q2 | $124K | Buy |
+2,142
| New | +$124K | 0.01% | 1035 |
|
|
2019
Q3 | – | Sell |
-7,108
| Closed | -$479K | – | 680 |
|
|
2019
Q2 | $479K | Buy |
+7,108
| New | +$479K | 0.09% | 239 |
|