BerganKDV Wealth 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 | $41.3K | Sell |
594
-288
| -33% | -$20K | ﹤0.01% | 402 |
|
|
2023
Q1 | $62.3K | Buy |
882
+280
| +47% | +$19.8K | 0.01% | 367 |
|
|
2022
Q4 | $38.3K | Buy |
602
+8
| +1% | +$509 | ﹤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% | -$1.24K | 0.01% | 401 |
|
|
2020
Q1 | $34K | Sell |
617
-22
| -3% | -$1.21K | 0.01% | 367 |
|
|
2019
Q4 | $48K | Buy |
639
+23
| +4% | +$1.73K | 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% | -$7.1K | 0.01% | 337 |
|
|
2018
Q3 | $50K | Hold |
741
| – | – | 0.01% | 318 |
|
|
2018
Q2 | $47K | Buy |
+741
| New | +$47K | 0.01% | 327 |
|