KCS Wealth Advisory’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $585K | Sell |
9,241
-1,401
| -13% | -$88.7K | 0.25% | 88 |
|
|
2023
Q2 | $739K | Buy |
10,642
+98
| +0.9% | +$6.81K | 0.26% | 91 |
|
|
2023
Q1 | $744K | Sell |
10,544
-3,473
| -25% | -$245K | 0.28% | 87 |
|
|
2022
Q4 | $892K | Sell |
14,017
-595
| -4% | -$37.9K | 0.37% | 72 |
|
|
2022
Q3 | $827K | Sell |
14,612
-16,093
| -52% | -$911K | 0.38% | 77 |
|
|
2022
Q2 | $1.94M | Sell |
30,705
-3,119
| -9% | -$197K | 0.86% | 39 |
|
|
2022
Q1 | $2.37M | Sell |
33,824
-954
| -3% | -$66.9K | 1.1% | 30 |
|
|
2021
Q4 | $2.37M | Buy |
34,778
+1,032
| +3% | +$70.4K | 0.95% | 29 |
|
|
2021
Q3 | $1.87M | Buy |
33,746
+612
| +2% | +$34K | 0.89% | 33 |
|
|
2021
Q2 | $1.92M | Buy |
33,134
+6,185
| +23% | +$358K | 0.9% | 33 |
|
|
2021
Q1 | $1.58M | Buy |
26,949
+5,466
| +25% | +$320K | 0.82% | 36 |
|
|
2020
Q4 | $1.35M | Buy |
21,483
+1,426
| +7% | +$89.6K | 0.89% | 35 |
|
|
2020
Q3 | $1.02M | Sell |
20,057
-905
| -4% | -$46K | 0.81% | 46 |
|
|
2020
Q2 | $1.14M | Buy |
20,962
+4,131
| +25% | +$224K | 0.94% | 37 |
|
|
2020
Q1 | $922K | Buy |
16,831
+597
| +4% | +$32.7K | 0.94% | 37 |
|
|
2019
Q4 | $1.22M | Buy |
16,234
+171
| +1% | +$12.9K | 0.92% | 37 |
|
|
2019
Q3 | $1.21M | Buy |
16,063
+289
| +2% | +$21.8K | 0.84% | 28 |
|
|
2019
Q2 | $1.06M | Buy |
15,774
+1,845
| +13% | +$124K | 0.84% | 36 |
|
|
2019
Q1 | $862K | Buy |
13,929
+33
| +0.2% | +$2.04K | 0.75% | 52 |
|
|
2018
Q4 | $789K | Buy |
13,896
+157
| +1% | +$8.91K | 0.83% | 43 |
|
|
2018
Q3 | $930K | Buy |
13,739
+1,872
| +16% | +$127K | 0.86% | 41 |
|
|
2018
Q2 | $751K | Buy |
11,867
+2,056
| +21% | +$130K | 0.7% | 54 |
|
|
2018
Q1 | $625K | Buy |
9,811
+6,556
| +201% | +$418K | 0.57% | 71 |
|
|
2017
Q4 | $206K | Buy |
+3,255
| New | +$206K | 0.2% | 154 |
|