JFS Wealth Advisors’s Edison International EIX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.92K | Buy |
76
+34
| +81% | +$1.76K | ﹤0.01% | 1170 |
|
2025
Q1 | $2.48K | Sell |
42
-56
| -57% | -$3.3K | ﹤0.01% | 1392 |
|
2024
Q4 | $7.83K | Sell |
98
-9
| -8% | -$719 | ﹤0.01% | 942 |
|
2024
Q3 | $9.32K | Buy |
107
+3
| +3% | +$261 | ﹤0.01% | 880 |
|
2024
Q2 | $7.47K | Buy |
104
+5
| +5% | +$359 | ﹤0.01% | 891 |
|
2024
Q1 | $7K | Sell |
99
-15
| -13% | -$1.06K | ﹤0.01% | 948 |
|
2023
Q4 | $8.15K | Buy |
114
+12
| +12% | +$858 | ﹤0.01% | 846 |
|
2023
Q3 | $6.46K | Hold |
102
| – | – | ﹤0.01% | 889 |
|
2023
Q2 | $7.08K | Buy |
102
+2
| +2% | +$139 | ﹤0.01% | 858 |
|
2023
Q1 | $7.06K | Sell |
100
-3
| -3% | -$212 | ﹤0.01% | 850 |
|
2022
Q4 | $6.55K | Sell |
103
-16
| -13% | -$1.02K | ﹤0.01% | 882 |
|
2022
Q3 | $7K | Buy |
119
+23
| +24% | +$1.35K | ﹤0.01% | 857 |
|
2022
Q2 | $6K | Buy |
96
+6
| +7% | +$375 | ﹤0.01% | 928 |
|
2022
Q1 | $6K | Buy |
90
+55
| +157% | +$3.67K | ﹤0.01% | 965 |
|
2021
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1063 |
|
2018
Q2 | – | Sell |
-300
| Closed | -$19K | – | 492 |
|
2018
Q1 | $19K | Hold |
300
| – | – | 0.01% | 319 |
|
2017
Q4 | $19K | Hold |
300
| – | – | ﹤0.01% | 335 |
|
2017
Q3 | $23K | Buy |
+300
| New | +$23K | 0.01% | 305 |
|