Crewe Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-289
| Closed | -$25.2K | – | 696 |
|
|
2024
Q3 | $25.2K | Buy |
289
+4
| +1% | +$348 | ﹤0.01% | 380 |
|
|
2024
Q2 | $20.5K | Hold |
285
| – | – | ﹤0.01% | 549 |
|
|
2024
Q1 | $20.2K | Buy |
+285
| New | +$20.2K | ﹤0.01% | 492 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$348 | – | 684 |
|
|
2023
Q2 | $348 | Buy |
+5
| New | +$348 | ﹤0.01% | 664 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1098 |
|
|
2022
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1135 |
|