GCA
Gideon Capital Advisors’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,602
| Closed | -$602K | – | 417 |
|
|
2018
Q4 | $602K | Buy |
+10,602
| New | +$602K | 0.25% | 122 |
|
|
2018
Q1 | – | Sell |
-23,279
| Closed | -$1.47M | – | 382 |
|
|
2017
Q4 | $1.47M | Buy |
23,279
+19,356
| +493% | +$1.22M | 1.3% | 3 |
|
|
2017
Q3 | $303K | Buy |
+3,923
| New | +$303K | 0.3% | 137 |
|
|
2016
Q2 | – | Sell |
-7,687
| Closed | -$553K | – | 212 |
|
|
2016
Q1 | $553K | Sell |
7,687
-5,015
| -39% | -$361K | 0.69% | 54 |
|
|
2015
Q4 | $752K | Buy |
+12,702
| New | +$752K | 0.55% | 68 |
|
|
2015
Q3 | – | Sell |
-22,374
| Closed | -$1.24M | – | 247 |
|
|
2015
Q2 | $1.24M | Buy |
+22,374
| New | +$1.24M | 0.51% | 73 |
|
|
2015
Q1 | – | Sell |
-66,186
| Closed | -$4.33M | – | 249 |
|
|
2014
Q4 | $4.33M | Buy |
66,186
+17,246
| +35% | +$1.13M | 2.04% | 5 |
|
|
2014
Q3 | $2.74M | Buy |
+48,940
| New | +$2.74M | 1.06% | 23 |
|
|
2014
Q2 | – | Sell |
-15,077
| Closed | -$854K | – | 264 |
|
|
2014
Q1 | $854K | Buy |
15,077
+7,914
| +110% | +$448K | 0.47% | 71 |
|
|
2013
Q4 | $332K | Buy |
+7,163
| New | +$332K | 0.2% | 134 |
|