Berman Capital Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $48K | Buy |
870
+276
| +46% | +$15.2K | 0.01% | 688 |
|
|
2021
Q2 | $34K | Buy |
594
+53
| +10% | +$3.03K | 0.01% | 722 |
|
|
2021
Q1 | $31K | Buy |
541
+3
| +0.6% | +$172 | 0.01% | 640 |
|
|
2020
Q4 | $33K | Buy |
538
+28
| +5% | +$1.72K | 0.01% | 522 |
|
|
2020
Q3 | $25K | Buy |
510
+207
| +68% | +$10.1K | 0.01% | 520 |
|
|
2020
Q2 | $15K | Sell |
303
-6
| -2% | -$297 | ﹤0.01% | 620 |
|
|
2020
Q1 | $16K | Sell |
309
-211
| -41% | -$10.9K | 0.01% | 546 |
|
|
2019
Q4 | $39K | Hold |
520
| – | – | 0.01% | 368 |
|
|
2019
Q3 | $39K | Buy |
520
+21
| +4% | +$1.58K | 0.01% | 352 |
|
|
2019
Q2 | $33K | Buy |
499
+5
| +1% | +$331 | 0.01% | 390 |
|
|
2019
Q1 | $30K | Buy |
494
+97
| +24% | +$5.89K | 0.01% | 360 |
|
|
2018
Q4 | $22K | Buy |
+397
| New | +$22K | 0.01% | 368 |
|