Integrated Wealth Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $227K | Hold |
2,850
| – | – | 0.08% | 228 |
|
|
2016
Q4 | $205K | Buy |
2,850
+2,650
| +1,325% | +$191K | 0.08% | 232 |
|
|
2016
Q3 | $14K | Sell |
200
-200
| -50% | -$14K | 0.01% | 688 |
|
|
2016
Q2 | $31K | Hold |
400
| – | – | 0.01% | 499 |
|
|
2016
Q1 | $29K | Hold |
400
| – | – | 0.01% | 472 |
|
|
2015
Q4 | $24K | Sell |
400
-113
| -22% | -$6.78K | 0.01% | 543 |
|
|
2015
Q3 | $32K | Sell |
513
-600
| -54% | -$37.4K | 0.01% | 468 |
|
|
2015
Q2 | $62K | Buy |
1,113
+515
| +86% | +$28.7K | 0.02% | 346 |
|
|
2015
Q1 | $37K | Buy |
+598
| New | +$37K | 0.02% | 439 |
|