CreativeOne Wealth’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $368K | Buy |
7,126
+1,370
| +24% | +$70.7K | 0.01% | 850 |
|
2025
Q1 | $339K | Buy |
5,756
+1,508
| +35% | +$88.9K | 0.01% | 820 |
|
2024
Q4 | $339K | Sell |
4,248
-280
| -6% | -$22.4K | 0.01% | 832 |
|
2024
Q3 | $394K | Buy |
+4,528
| New | +$394K | 0.01% | 705 |
|
2024
Q2 | – | Sell |
-3,246
| Closed | -$230K | – | 806 |
|
2024
Q1 | $230K | Buy |
+3,246
| New | +$230K | 0.01% | 802 |
|
2021
Q2 | – | Sell |
-5,246
| Closed | -$307K | – | 678 |
|
2021
Q1 | $307K | Buy |
5,246
+132
| +3% | +$7.73K | 0.02% | 439 |
|
2020
Q4 | $321K | Buy |
+5,114
| New | +$321K | 0.03% | 362 |
|