EverSource Wealth Advisors’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
7,328
+4,868
| +198% | +$251K | 0.02% | 558 |
|
|
2025
Q1 | $145K | Buy |
2,460
+1,494
| +155% | +$88K | 0.01% | 776 |
|
|
2024
Q4 | $77.1K | Buy |
966
+123
| +15% | +$9.82K | ﹤0.01% | 1001 |
|
|
2024
Q3 | $73.4K | Buy |
843
+27
| +3% | +$2.35K | ﹤0.01% | 907 |
|
|
2024
Q2 | $65.3K | Buy |
816
+36
| +5% | +$2.88K | ﹤0.01% | 966 |
|
|
2024
Q1 | $55.4K | Buy |
780
+90
| +13% | +$6.4K | ﹤0.01% | 936 |
|
|
2023
Q4 | $49.3K | Buy |
690
+10
| +1% | +$715 | ﹤0.01% | 905 |
|
|
2023
Q3 | $43K | Buy |
680
+14
| +2% | +$886 | ﹤0.01% | 871 |
|
|
2023
Q2 | $46.2K | Sell |
666
-2
| -0.3% | -$139 | 0.01% | 869 |
|
|
2023
Q1 | $47.2K | Sell |
668
-129
| -16% | -$9.11K | 0.01% | 811 |
|
|
2022
Q4 | $50.7K | Buy |
797
+422
| +113% | +$26.8K | 0.01% | 757 |
|
|
2022
Q3 | $21K | Buy |
375
+278
| +287% | +$15.6K | ﹤0.01% | 885 |
|
|
2022
Q2 | $6K | Sell |
97
-5
| -5% | -$309 | ﹤0.01% | 1194 |
|
|
2022
Q1 | $7K | Sell |
102
-377
| -79% | -$25.9K | ﹤0.01% | 1132 |
|
|
2021
Q4 | $33K | Buy |
+479
| New | +$33K | 0.01% | 505 |
|