Caldwell Trust’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.19K | Hold |
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|
2025
Q2 | $6.71K | Sell |
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|
2025
Q1 | $10.5K | Sell |
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|
2024
Q4 | $16K | Hold |
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|
2024
Q3 | $17.4K | Hold |
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|
2024
Q2 | $14.4K | Hold |
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|
2024
Q1 | $14.1K | Hold |
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|
2023
Q4 | $14.3K | Hold |
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|
2023
Q3 | $12.7K | Hold |
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|
2023
Q2 | $13.9K | Hold |
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|
2023
Q1 | $14.1K | Hold |
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|
2022
Q4 | $12.7K | Hold |
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|
2022
Q3 | $11.3K | Hold |
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|
2022
Q2 | $12.6K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $13.7K | Sell |
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|
2021
Q3 | $12.1K | Hold |
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|
2021
Q2 | $12.6K | Buy |
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|
2021
Q1 | $11.7K | Sell |
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|
2020
Q4 | $36.6K | Sell |
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|
2020
Q3 | $32.2K | Hold |
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|
2020
Q2 | $34.4K | Sell |
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|
2020
Q1 | $37.4K | Hold |
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|
2019
Q4 | $51.5K | Buy |
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