Gladstone Institutional Advisory’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,859
| Closed | -$277K | – | 699 |
|
2024
Q2 | $277K | Sell |
3,859
-273
| -7% | -$19.6K | 0.01% | 563 |
|
2024
Q1 | $292K | Sell |
4,132
-367
| -8% | -$26K | 0.02% | 535 |
|
2023
Q4 | $322K | Buy |
4,499
+661
| +17% | +$47.3K | 0.02% | 507 |
|
2023
Q3 | $243K | Buy |
3,838
+747
| +24% | +$47.3K | 0.02% | 535 |
|
2023
Q2 | $215K | Buy |
+3,091
| New | +$215K | 0.01% | 590 |
|