Heritage Wealth Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-295
| Closed | -$19K | – | 544 |
|
|
2022
Q2 | $19K | Hold |
295
| – | – | ﹤0.01% | 427 |
|
|
2022
Q1 | $21K | Hold |
295
| – | – | ﹤0.01% | 392 |
|
|
2021
Q4 | $20K | Buy |
+295
| New | +$20K | ﹤0.01% | 407 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$905 | – | 479 |
|
|
2019
Q4 | $905 | Buy |
+12
| New | +$905 | ﹤0.01% | 675 |
|