Buckingham Strategic Wealth’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $216K | Buy |
3,006
+78
| +3% | +$5.6K | ﹤0.01% | 689 |
|
2024
Q1 | $207K | Sell |
2,928
-189
| -6% | -$13.4K | ﹤0.01% | 697 |
|
2023
Q4 | $223K | Sell |
3,117
-122
| -4% | -$8.72K | ﹤0.01% | 656 |
|
2023
Q3 | $205K | Buy |
3,239
+283
| +10% | +$17.9K | ﹤0.01% | 627 |
|
2023
Q2 | $205K | Buy |
+2,956
| New | +$205K | ﹤0.01% | 635 |
|
2019
Q3 | – | Sell |
-3,620
| Closed | -$244K | – | 440 |
|
2019
Q2 | $244K | Buy |
+3,620
| New | +$244K | 0.03% | 380 |
|