Caldwell Trust’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71K | Sell |
130
-49
|
|
||||
|
2025
Q1 | $10.5K | Sell |
179
-21
|
|
||||
|
2024
Q4 | $16K | Hold |
200
|
|
||||
|
2024
Q3 | $17.4K | Hold |
200
|
|
||||
|
2024
Q2 | $14.4K | Hold |
200
|
|
||||
|
2024
Q1 | $14.1K | Hold |
200
|
|
||||
|
2023
Q4 | $14.3K | Hold |
200
|
|
||||
|
2023
Q3 | $12.7K | Hold |
200
|
|
||||
|
2023
Q2 | $13.9K | Hold |
200
|
|
||||
|
2023
Q1 | $14.1K | Hold |
200
|
|
||||
|
2022
Q4 | $12.7K | Hold |
200
|
|
||||
|
2022
Q3 | $11.3K | Hold |
200
|
|
||||
|
2022
Q2 | $12.6K | Hold |
200
|
|
||||
|
2022
Q1 | $14K | Hold |
200
|
|
||||
|
2021
Q4 | $13.7K | Sell |
200
-18
|
|
||||
|
2021
Q3 | $12.1K | Hold |
218
|
|
||||
|
2021
Q2 | $12.6K | Buy |
218
+18
|
|
||||
|
2021
Q1 | $11.7K | Sell |
200
-383
|
|
||||
|
2020
Q4 | $36.6K | Sell |
583
-50
|
|
||||
|
2020
Q3 | $32.2K | Hold |
633
|
|
||||
|
2020
Q2 | $34.4K | Sell |
633
-50
|
|
||||
|
2020
Q1 | $37.4K | Hold |
683
|
|
||||
|
2019
Q4 | $51.5K | Buy |
+683
|
|