BerganKDV Wealth Management’s Edison International EIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$41.3K	Sell	594 -288	-33%	-$20.3K	﹤0.01%	402
2023 Q1	$62.3K	Buy	882 +280	+47%	+$18.9K	0.01%	367
2022 Q4	$38.3K	Buy	602 +8	+1%	+$491	﹤0.01%	407
2022 Q3	$34K	Hold	594	–	–	﹤0.01%	413
2022 Q2	$38K	Hold	594	–	–	﹤0.01%	414
2022 Q1	$42K	Hold	594	–	–	﹤0.01%	413
2021 Q4	$41K	Hold	594	–	–	﹤0.01%	453
2021 Q3	$33K	Hold	594	–	–	﹤0.01%	454
2021 Q2	$34K	Hold	594	–	–	﹤0.01%	439
2021 Q1	$35K	Hold	594	–	–	﹤0.01%	412
2020 Q4	$37K	Hold	594	–	–	0.01%	387
2020 Q3	$30K	Hold	594	–	–	﹤0.01%	384
2020 Q2	$32K	Sell	594 -23	-4%	-$1.32K	0.01%	401
2020 Q1	$34K	Sell	617 -22	-3%	-$1.52K	0.01%	367
2019 Q4	$48K	Buy	639 +23	+4%	+$1.63K	0.01%	353
2019 Q3	$46K	Hold	616	–	–	0.01%	341
2019 Q2	$42K	Hold	616	–	–	0.01%	347
2019 Q1	$38K	Hold	616	–	–	0.01%	370
2018 Q4	$35K	Sell	616 -125	-17%	-$7.77K	0.01%	337
2018 Q3	$50K	Hold	741	–	–	0.01%	318
2018 Q2	$47K	Buy	+741	New	+$46.2K	0.01%	327