Dynamic Advisor Solutions’s Edison International EIX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
4,796
-89
-2% -$4.59K 0.01% 798
2025
Q1
$288K Sell
4,885
-178
-4% -$10.5K 0.01% 720
2024
Q4
$404K Sell
5,063
-2,634
-34% -$210K 0.02% 466
2024
Q3
$670K Buy
7,697
+159
+2% +$13.8K 0.02% 553
2024
Q2
$541K Sell
7,538
-76
-1% -$5.46K 0.02% 609
2024
Q1
$539K Sell
7,614
-983
-11% -$69.5K 0.02% 583
2023
Q4
$624K Buy
8,597
+98
+1% +$7.11K 0.02% 529
2023
Q3
$538K Buy
8,499
+2,501
+42% +$158K 0.03% 496
2023
Q2
$417K Buy
+5,998
New +$417K 0.02% 544