Hoertkorn Richard Charles’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-3,925
| Closed | -$266K | – | 86 |
|
2018
Q3 | $266K | Hold |
3,925
| – | – | 0.16% | 42 |
|
2018
Q2 | $248K | Hold |
3,925
| – | – | 0.15% | 42 |
|
2018
Q1 | $250K | Hold |
3,925
| – | – | 0.15% | 43 |
|
2017
Q4 | $248K | Hold |
3,925
| – | – | 0.15% | 43 |
|
2017
Q3 | $303K | Hold |
3,925
| – | – | 0.19% | 42 |
|
2017
Q2 | $307K | Hold |
3,925
| – | – | 0.2% | 42 |
|
2017
Q1 | $313K | Hold |
3,925
| – | – | 0.21% | 43 |
|
2016
Q4 | $283K | Hold |
3,925
| – | – | 0.2% | 43 |
|
2016
Q3 | $284K | Hold |
3,925
| – | – | 0.22% | 44 |
|
2016
Q2 | $305K | Hold |
3,925
| – | – | 0.24% | 45 |
|
2016
Q1 | $282K | Sell |
3,925
-300
| -7% | -$21.6K | 0.23% | 45 |
|
2015
Q4 | $250K | Hold |
4,225
| – | – | 0.19% | 47 |
|
2015
Q3 | $266K | Hold |
4,225
| – | – | 0.21% | 47 |
|
2015
Q2 | $235K | Hold |
4,225
| – | – | 0.18% | 44 |
|
2015
Q1 | $264K | Hold |
4,225
| – | – | 0.2% | 43 |
|
2014
Q4 | $277K | Hold |
4,225
| – | – | 0.2% | 45 |
|
2014
Q3 | $236K | Hold |
4,225
| – | – | 0.17% | 44 |
|
2014
Q2 | $246K | Hold |
4,225
| – | – | 0.18% | 44 |
|
2014
Q1 | $239K | Hold |
4,225
| – | – | 0.19% | 45 |
|
2013
Q4 | $196K | Buy |
+4,225
| New | +$196K | 0.15% | 45 |
|