DWM
Defined Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
5,047
-29
| -0.6% | -$1.5K | 0.16% | 100 |
|
|
2025
Q1 | $299K | Buy |
5,076
+21
| +0.4% | +$1.24K | 0.2% | 95 |
|
|
2024
Q4 | $404K | Buy |
5,055
+4
| +0.1% | +$319 | 0.27% | 81 |
|
|
2024
Q3 | $440K | Buy |
5,051
+2
| +0% | +$174 | 0.29% | 76 |
|
|
2024
Q2 | $363K | Buy |
5,049
+7
| +0.1% | +$503 | 0.25% | 87 |
|
|
2024
Q1 | $357K | Buy |
5,042
+3
| +0.1% | +$212 | 0.26% | 87 |
|
|
2023
Q4 | $360K | Buy |
5,039
+9
| +0.2% | +$643 | 0.28% | 85 |
|
|
2023
Q3 | $318K | Buy |
5,030
+3
| +0.1% | +$190 | 0.27% | 83 |
|
|
2023
Q2 | $349K | Buy |
5,027
+2
| +0% | +$139 | 0.29% | 79 |
|
|
2023
Q1 | $355K | Hold |
5,025
| – | – | 0.33% | 77 |
|
|
2022
Q4 | $320K | Hold |
5,025
| – | – | 0.3% | 82 |
|
|
2022
Q3 | $284K | Hold |
5,025
| – | – | 0.31% | 72 |
|
|
2022
Q2 | $318K | Hold |
5,025
| – | – | 0.33% | 72 |
|
|
2022
Q1 | $352K | Hold |
5,025
| – | – | 0.31% | 73 |
|
|
2021
Q4 | $343K | Hold |
5,025
| – | – | 0.28% | 73 |
|
|
2021
Q3 | $279K | Hold |
5,025
| – | – | 0.25% | 82 |
|
|
2021
Q2 | $291K | Hold |
5,025
| – | – | 0.26% | 81 |
|
|
2021
Q1 | $294K | Hold |
5,025
| – | – | 0.28% | 75 |
|
|
2020
Q4 | $316K | Buy |
+5,025
| New | +$316K | 0.31% | 67 |
|