Cary Street Partners Investment Advisory’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-219
| Closed | -$17.5K | – | 574 |
|
|
2024
Q4 | $17.5K | Sell |
219
-2,764
| -93% | -$221K | 0.01% | 415 |
|
|
2024
Q3 | $260K | Buy |
+2,983
| New | +$260K | 0.01% | 655 |
|
|
2023
Q4 | – | Sell |
-1,936
| Closed | -$123K | – | 939 |
|
|
2023
Q3 | $123K | Buy |
1,936
+22
| +1% | +$1.39K | 0.01% | 656 |
|
|
2023
Q2 | $133K | Sell |
1,914
-46
| -2% | -$3.2K | 0.01% | 612 |
|
|
2023
Q1 | $138K | Sell |
1,960
-1,000
| -34% | -$70.6K | 0.01% | 542 |
|
|
2022
Q4 | $188K | Buy |
+2,960
| New | +$188K | 0.01% | 483 |
|