Laurel Wealth Advisors (California)’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.04M | Buy |
16,272
+5
| +0% | +$318 | 0.1% | 206 |
|
|
2022
Q3 | $921K | Buy |
16,267
+4
| +0% | +$226 | 0.1% | 226 |
|
|
2022
Q2 | $1.03M | Buy |
16,263
+1,863
| +13% | +$118K | 0.1% | 214 |
|
|
2022
Q1 | $1.01M | Buy |
14,400
+505
| +4% | +$35.4K | 0.08% | 244 |
|
|
2021
Q4 | $949K | Buy |
+13,895
| New | +$949K | 0.07% | 271 |
|
|
2021
Q3 | – | Sell |
-5,739
| Closed | -$332K | – | 460 |
|
|
2021
Q2 | $332K | Buy |
5,739
+2,234
| +64% | +$129K | 0.04% | 373 |
|
|
2021
Q1 | $205K | Buy |
+3,505
| New | +$205K | 0.03% | 442 |
|
|
2020
Q1 | – | Sell |
-2,885
| Closed | -$217K | – | 367 |
|
|
2019
Q4 | $217K | Sell |
2,885
-3,499
| -55% | -$263K | 0.04% | 412 |
|
|
2019
Q3 | $481K | Buy |
+6,384
| New | +$481K | 0.08% | 257 |
|
|
2018
Q4 | – | Sell |
-5,424
| Closed | -$367K | – | 354 |
|
|
2018
Q3 | $367K | Sell |
5,424
-157
| -3% | -$10.6K | 0.09% | 235 |
|
|
2018
Q2 | $353K | Sell |
5,581
-1,412
| -20% | -$89.3K | 0.09% | 230 |
|
|
2018
Q1 | $445K | Sell |
6,993
-1,024
| -13% | -$65.2K | 0.14% | 177 |
|
|
2017
Q4 | $507K | Buy |
8,017
+1,747
| +28% | +$110K | 0.15% | 168 |
|
|
2017
Q3 | $483K | Hold |
6,270
| – | – | 0.16% | 149 |
|
|
2017
Q2 | $490K | Sell |
6,270
-107
| -2% | -$8.36K | 0.17% | 146 |
|
|
2017
Q1 | $507K | Buy |
6,377
+73
| +1% | +$5.8K | 0.2% | 128 |
|
|
2016
Q4 | $453K | Buy |
6,304
+37
| +0.6% | +$2.66K | 0.2% | 124 |
|
|
2016
Q3 | $453K | Sell |
6,267
-35
| -0.6% | -$2.53K | 0.21% | 116 |
|
|
2016
Q2 | $489K | Sell |
6,302
-20
| -0.3% | -$1.55K | 0.23% | 108 |
|
|
2016
Q1 | $454K | Buy |
6,322
+61
| +1% | +$4.38K | 0.23% | 113 |
|
|
2015
Q4 | $371K | Buy |
+6,261
| New | +$371K | 0.19% | 142 |
|