Genovese Burford & Brothers Wealth & Retirement Plan Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-854
| Closed | -$54K | – | 167 |
|
|
2018
Q2 | $54K | Hold |
854
| – | – | 0.02% | 169 |
|
|
2018
Q1 | $54K | Buy |
+854
| New | +$54K | 0.02% | 165 |
|
|
2017
Q4 | – | Sell |
-254
| Closed | -$19K | – | 306 |
|
|
2017
Q3 | $19K | Hold |
254
| – | – | 0.01% | 229 |
|
|
2017
Q2 | $19K | Hold |
254
| – | – | 0.01% | 228 |
|
|
2017
Q1 | $21K | Sell |
254
-286
| -53% | -$23.6K | 0.01% | 230 |
|
|
2016
Q4 | $39K | Hold |
540
| – | – | 0.01% | 182 |
|
|
2016
Q3 | $39K | Buy |
540
+136
| +34% | +$9.82K | 0.02% | 174 |
|
|
2016
Q2 | $31K | Hold |
404
| – | – | 0.01% | 181 |
|
|
2016
Q1 | $29K | Hold |
404
| – | – | 0.01% | 170 |
|
|
2015
Q4 | $24K | Buy |
+404
| New | +$24K | 0.01% | 184 |
|