Glassman Wealth Services’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-323
| Closed | -$23.1K | – | 698 |
|
|
2023
Q4 | $23.1K | Buy |
323
+2
| +0.6% | +$143 | ﹤0.01% | 653 |
|
|
2023
Q3 | $20.3K | Hold |
321
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $22.3K | Hold |
321
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $22.7K | Hold |
321
| – | – | ﹤0.01% | 608 |
|
|
2022
Q4 | $20.4K | Buy |
321
+19
| +6% | +$1.21K | ﹤0.01% | 660 |
|
|
2022
Q3 | $17K | Buy |
302
+10
| +3% | +$563 | ﹤0.01% | 662 |
|
|
2022
Q2 | $18K | Buy |
292
+4
| +1% | +$247 | ﹤0.01% | 656 |
|
|
2022
Q1 | $20K | Buy |
288
+16
| +6% | +$1.11K | ﹤0.01% | 646 |
|
|
2021
Q4 | $19K | Buy |
272
+147
| +118% | +$10.3K | ﹤0.01% | 617 |
|
|
2021
Q3 | $7K | Buy |
125
+46
| +58% | +$2.58K | ﹤0.01% | 856 |
|
|
2021
Q2 | $5K | Buy |
79
+54
| +216% | +$3.42K | ﹤0.01% | 904 |
|
|
2021
Q1 | $1K | Sell |
25
-5
| -17% | -$200 | ﹤0.01% | 1237 |
|
|
2020
Q4 | $2K | Buy |
30
+14
| +88% | +$933 | ﹤0.01% | 1054 |
|
|
2020
Q3 | $1K | Sell |
16
-145
| -90% | -$9.06K | ﹤0.01% | 1136 |
|
|
2020
Q2 | $9K | Sell |
161
-3
| -2% | -$168 | ﹤0.01% | 513 |
|
|
2020
Q1 | $9K | Sell |
164
-55
| -25% | -$3.02K | ﹤0.01% | 443 |
|
|
2019
Q4 | $17K | Buy |
219
+4
| +2% | +$311 | 0.01% | 402 |
|
|
2019
Q3 | $16K | Buy |
215
+8
| +4% | +$595 | 0.01% | 387 |
|
|
2019
Q2 | $14K | Sell |
207
-41
| -17% | -$2.77K | 0.01% | 406 |
|
|
2019
Q1 | $15K | Buy |
+248
| New | +$15K | 0.01% | 397 |
|
|
2018
Q4 | – | Sell |
-41
| Closed | -$3K | – | 830 |
|
|
2018
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 528 |
|
|
2018
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 493 |
|
|
2018
Q1 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 479 |
|