Doyle 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-155
| Closed | -$10K | – | 347 |
|
2019
Q2 | $10K | Buy |
+155
| New | +$10K | ﹤0.01% | 629 |
|
2019
Q1 | – | Sell |
-155
| Closed | -$9K | – | 334 |
|
2018
Q4 | $9K | Sell |
155
-137,597
| -100% | -$7.99M | ﹤0.01% | 637 |
|
2018
Q3 | $9.32M | Buy |
137,752
+1,218
| +0.9% | +$82.4K | 1.45% | 27 |
|
2018
Q2 | $8.64M | Buy |
136,534
+6,672
| +5% | +$422K | 1.43% | 28 |
|
2018
Q1 | $8.27M | Buy |
+129,862
| New | +$8.27M | 1.39% | 29 |
|