Financial Advocates Investment Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,886
| Closed | -$225K | – | 749 |
|
|
2021
Q2 | $225K | Sell |
3,886
-1,208
| -24% | -$69.9K | 0.02% | 660 |
|
|
2021
Q1 | $298K | Sell |
5,094
-239
| -4% | -$14K | 0.02% | 592 |
|
|
2020
Q4 | $335K | Sell |
5,333
-103
| -2% | -$6.47K | 0.02% | 536 |
|
|
2020
Q3 | $276K | Buy |
5,436
+146
| +3% | +$7.41K | 0.02% | 484 |
|
|
2020
Q2 | $287K | Buy |
5,290
+43
| +0.8% | +$2.33K | 0.03% | 458 |
|
|
2020
Q1 | $287K | Buy |
5,247
+35
| +0.7% | +$1.91K | 0.04% | 359 |
|
|
2019
Q4 | $393K | Buy |
5,212
+39
| +0.8% | +$2.94K | 0.04% | 354 |
|
|
2019
Q3 | $390K | Sell |
5,173
-134
| -3% | -$10.1K | 0.04% | 331 |
|
|
2019
Q2 | $358K | Sell |
5,307
-160
| -3% | -$10.8K | 0.04% | 338 |
|
|
2019
Q1 | $339K | Buy |
5,467
+4
| +0.1% | +$248 | 0.04% | 341 |
|
|
2018
Q4 | $310K | Sell |
5,463
-1,863
| -25% | -$106K | 0.04% | 328 |
|
|
2018
Q3 | $496K | Buy |
7,326
+16
| +0.2% | +$1.08K | 0.06% | 285 |
|
|
2018
Q2 | $466K | Sell |
7,310
-1,299
| -15% | -$82.8K | 0.06% | 274 |
|
|
2018
Q1 | $548K | Buy |
8,609
+2,776
| +48% | +$177K | 0.07% | 241 |
|
|
2017
Q4 | $369K | Buy |
+5,833
| New | +$369K | 0.05% | 314 |
|