ERTS Wealth Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,419
| Closed | -$273K | – | 83 |
|
|
2024
Q4 | $273K | Sell |
3,419
-414
| -11% | -$33.1K | 0.05% | 74 |
|
|
2024
Q3 | $334K | Sell |
3,833
-259
| -6% | -$22.6K | 0.06% | 68 |
|
|
2024
Q2 | $294K | Buy |
4,092
+47
| +1% | +$3.38K | 0.06% | 75 |
|
|
2024
Q1 | $286K | Buy |
4,045
+22
| +0.5% | +$1.56K | 0.06% | 76 |
|
|
2023
Q4 | $288K | Buy |
4,023
+207
| +5% | +$14.8K | 0.06% | 71 |
|
|
2023
Q3 | $242K | Buy |
3,816
+143
| +4% | +$9.05K | 0.06% | 75 |
|
|
2023
Q2 | $255K | Sell |
3,673
-40
| -1% | -$2.78K | 0.06% | 78 |
|
|
2023
Q1 | $262K | Sell |
3,713
-546
| -13% | -$38.5K | 0.06% | 80 |
|
|
2022
Q4 | $271K | Sell |
4,259
-598
| -12% | -$38K | 0.07% | 82 |
|
|
2022
Q3 | $275K | Buy |
4,857
+295
| +6% | +$16.7K | 0.08% | 72 |
|
|
2022
Q2 | $289K | Buy |
4,562
+475
| +12% | +$30.1K | 0.08% | 69 |
|
|
2022
Q1 | $286K | Buy |
+4,087
| New | +$286K | 0.08% | 69 |
|