Institutional & Family Asset Management’s Edison International EIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$6.1K	Sell	85 -15	-15%	-$1.09K	﹤0.01%	476
2024 Q1	$7.07K	Sell	100 -33	-25%	-$2.26K	﹤0.01%	455
2023 Q4	$9.51K	Buy	133 +3	+2%	+$197	﹤0.01%	399
2023 Q3	$8.23K	Hold	130	–	–	﹤0.01%	403
2023 Q2	$9.03K	Buy	130 +22	+20%	+$1.55K	﹤0.01%	399
2023 Q1	$7.62K	Hold	108	–	–	﹤0.01%	410
2022 Q4	$6.87K	Hold	108	–	–	﹤0.01%	418
2022 Q3	$6K	Hold	108	–	–	﹤0.01%	448
2022 Q2	$7K	Sell	108 -19	-15%	-$1.29K	﹤0.01%	434
2022 Q1	$9K	Hold	127	–	–	﹤0.01%	454
2021 Q4	$9K	Hold	127	–	–	﹤0.01%	454
2021 Q3	$7K	Hold	127	–	–	﹤0.01%	606
2021 Q2	$7K	Hold	127	–	–	﹤0.01%	649
2021 Q1	$7K	Hold	127	–	–	﹤0.01%	616
2020 Q4	$8K	Sell	127 -114	-47%	-$6.87K	﹤0.01%	569
2020 Q3	$12K	Hold	241	–	–	﹤0.01%	462
2020 Q2	$13K	Buy	241 +114	+90%	+$6.56K	﹤0.01%	453
2020 Q1	$7K	Buy	127 +48	+61%	+$3.33K	﹤0.01%	492
2019 Q4	$6K	Buy	79 +6	+8%	+$425	﹤0.01%	569
2019 Q3	$6K	Buy	+73	New	+$5.25K	﹤0.01%	533