IMS Capital Management’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 |
-5,005
| Closed | -$358K | – | 149 |
|
|
2023
Q4 | $358K | Buy |
+5,005
| New | +$358K | 0.18% | 105 |
|
|
2023
Q2 | – | Sell |
-4,805
| Closed | -$339K | – | 133 |
|
|
2023
Q1 | $339K | Buy |
+4,805
| New | +$339K | 0.2% | 106 |
|
|
2022
Q4 | – | Sell |
-4,905
| Closed | -$278K | – | 142 |
|
|
2022
Q3 | $278K | Buy |
+4,905
| New | +$278K | 0.19% | 109 |
|
|
2022
Q2 | – | Sell |
-5,555
| Closed | -$389K | – | 146 |
|
|
2022
Q1 | $389K | Buy |
+5,555
| New | +$389K | 0.21% | 98 |
|
|
2021
Q4 | – | Sell |
-5,200
| Closed | -$288K | – | 142 |
|
|
2021
Q3 | $288K | Buy |
+5,200
| New | +$288K | 0.17% | 104 |
|
|
2021
Q2 | – | Sell |
-3,700
| Closed | -$217K | – | 133 |
|
|
2021
Q1 | $217K | Sell |
3,700
-400
| -10% | -$23.5K | 0.14% | 113 |
|
|
2020
Q4 | $258K | Buy |
+4,100
| New | +$258K | 0.16% | 106 |
|