Financial Architects (New Jersey)’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-178
| Closed | -$10K | – | 411 |
|
|
2020
Q2 | $10K | Hold |
178
| – | – | ﹤0.01% | 644 |
|
|
2020
Q1 | $10K | Hold |
178
| – | – | ﹤0.01% | 618 |
|
|
2019
Q4 | $13K | Hold |
178
| – | – | ﹤0.01% | 634 |
|
|
2019
Q3 | $13K | Hold |
178
| – | – | ﹤0.01% | 663 |
|
|
2019
Q2 | $12K | Sell |
178
-399
| -69% | -$26.9K | ﹤0.01% | 746 |
|
|
2019
Q1 | $36K | Sell |
577
-7
| -1% | -$437 | 0.01% | 625 |
|
|
2018
Q4 | $33K | Buy |
584
+9
| +2% | +$509 | 0.01% | 586 |
|
|
2018
Q3 | $39K | Buy |
575
+14
| +2% | +$950 | 0.01% | 603 |
|
|
2018
Q2 | $35K | Sell |
561
-144
| -20% | -$8.98K | 0.01% | 655 |
|
|
2018
Q1 | $45K | Sell |
705
-229
| -25% | -$14.6K | 0.01% | 564 |
|
|
2017
Q4 | $59K | Sell |
934
-204
| -18% | -$12.9K | 0.01% | 549 |
|
|
2017
Q3 | $87K | Buy |
1,138
+53
| +5% | +$4.05K | 0.02% | 477 |
|
|
2017
Q2 | $85K | Buy |
1,085
+42
| +4% | +$3.29K | 0.02% | 465 |
|
|
2017
Q1 | $83K | Sell |
1,043
-30
| -3% | -$2.39K | 0.01% | 476 |
|
|
2016
Q4 | $77K | Sell |
1,073
-4
| -0.4% | -$287 | 0.02% | 452 |
|
|
2016
Q3 | $78K | Hold |
1,077
| – | – | 0.02% | 447 |
|
|
2016
Q2 | $84K | Buy |
1,077
+751
| +230% | +$58.6K | 0.02% | 407 |
|
|
2016
Q1 | $23K | Buy |
+326
| New | +$23K | 0.01% | 551 |
|
|
2015
Q3 | – | Sell |
-419
| Closed | -$23K | – | 401 |
|
|
2015
Q2 | $23K | Buy |
419
+178
| +74% | +$9.77K | 0.01% | 594 |
|
|
2015
Q1 | $15K | Hold |
241
| – | – | 0.01% | 624 |
|
|
2014
Q4 | $16K | Buy |
241
+70
| +41% | +$4.65K | 0.01% | 567 |
|
|
2014
Q3 | $10K | Hold |
171
| – | – | ﹤0.01% | 595 |
|
|
2014
Q2 | $10K | Buy |
+171
| New | +$10K | ﹤0.01% | 627 |
|