Hefty Wealth Partners’s Edison International EIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-66
Closed -$4K 249
2017
Q4
$4K Sell
66
-14,826
-100% -$899K ﹤0.01% 221
2017
Q3
$1.15M Buy
14,892
+333
+2% +$25.7K 0.76% 41
2017
Q2
$1.14M Buy
14,559
+1,366
+10% +$107K 0.78% 41
2017
Q1
$1.05M Buy
+13,193
New +$1.05M 0.76% 52