Concert Wealth Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,786
| Closed | -$272K | – | 228 |
|
|
2017
Q1 | $272K | Buy |
3,786
+200
| +6% | +$14.4K | 0.06% | 370 |
|
|
2016
Q4 | $258K | Buy |
3,586
+288
| +9% | +$20.7K | 0.06% | 392 |
|
|
2016
Q3 | $237K | Hold |
3,298
| – | – | 0.03% | 572 |
|
|
2016
Q2 | $256K | Sell |
3,298
-524
| -14% | -$40.7K | 0.03% | 521 |
|
|
2016
Q1 | $274K | Buy |
3,822
+285
| +8% | +$20.4K | 0.04% | 486 |
|
|
2015
Q4 | $210K | Buy |
3,537
+45
| +1% | +$2.67K | 0.03% | 580 |
|
|
2015
Q3 | $221K | Buy |
+3,492
| New | +$221K | 0.03% | 580 |
|