CWS
Cypress Wealth Services’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
4,096
-94
| -2% | -$4.85K | 0.04% | 296 |
|
|
2025
Q1 | $247K | Sell |
4,190
-187
| -4% | -$11K | 0.05% | 242 |
|
|
2024
Q4 | $349K | Sell |
4,377
-2,672
| -38% | -$213K | 0.07% | 187 |
|
|
2024
Q3 | $614K | Buy |
7,049
+102
| +1% | +$8.88K | 0.13% | 126 |
|
|
2024
Q2 | $499K | Sell |
6,947
-119
| -2% | -$8.55K | 0.11% | 141 |
|
|
2024
Q1 | $500K | Sell |
7,066
-1,030
| -13% | -$72.9K | 0.12% | 144 |
|
|
2023
Q4 | $579K | Sell |
8,096
-108
| -1% | -$7.72K | 0.14% | 122 |
|
|
2023
Q3 | $519K | Sell |
8,204
-14
| -0.2% | -$886 | 0.14% | 131 |
|
|
2023
Q2 | $574K | Buy |
8,218
+273
| +3% | +$19.1K | 0.15% | 120 |
|
|
2023
Q1 | $561K | Buy |
7,945
+1,080
| +16% | +$76.2K | 0.16% | 108 |
|
|
2022
Q4 | $437K | Buy |
6,865
+22
| +0.3% | +$1.4K | 0.14% | 136 |
|
|
2022
Q3 | $401K | Buy |
6,843
+139
| +2% | +$8.15K | 0.14% | 135 |
|
|
2022
Q2 | $424K | Buy |
6,704
+1,625
| +32% | +$103K | 0.14% | 131 |
|
|
2022
Q1 | $356K | Buy |
5,079
+1,033
| +26% | +$72.4K | 0.1% | 156 |
|
|
2021
Q4 | $276K | Buy |
4,046
+173
| +4% | +$11.8K | 0.08% | 183 |
|
|
2021
Q3 | $215K | Buy |
+3,873
| New | +$215K | 0.06% | 207 |
|