JPWM
Jamison Private Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,887
| Closed | -$550K | – | 197 |
|
|
2024
Q4 | $550K | Buy |
6,887
+174
| +3% | +$13.9K | 0.08% | 141 |
|
|
2024
Q3 | $585K | Buy |
6,713
+907
| +16% | +$79K | 0.09% | 133 |
|
|
2024
Q2 | $417K | Buy |
5,806
+366
| +7% | +$26.3K | 0.07% | 140 |
|
|
2024
Q1 | $385K | Sell |
5,440
-1,292
| -19% | -$91.4K | 0.07% | 143 |
|
|
2023
Q4 | $481K | Buy |
6,732
+501
| +8% | +$35.8K | 0.09% | 133 |
|
|
2023
Q3 | $394K | Buy |
+6,231
| New | +$394K | 0.08% | 137 |
|