Choate Investment Advisors’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 |
-2,683
| Closed | -$214K | – | 403 |
|
|
2024
Q4 | $214K | Sell |
2,683
-100
| -4% | -$7.98K | 0.01% | 380 |
|
|
2024
Q3 | $242K | Buy |
+2,783
| New | +$242K | 0.01% | 342 |
|
|
2024
Q1 | – | Sell |
-3,933
| Closed | -$281K | – | 412 |
|
|
2023
Q4 | $281K | Sell |
3,933
-40
| -1% | -$2.86K | 0.01% | 315 |
|
|
2023
Q3 | $251K | Hold |
3,973
| – | – | 0.01% | 315 |
|
|
2023
Q2 | $276K | Buy |
+3,973
| New | +$276K | 0.01% | 247 |
|