Legacy Capital Wealth Partners’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,488
| Closed | -$217K | – | 353 |
|
|
2024
Q3 | $217K | Buy |
+2,488
| New | +$217K | 0.04% | 330 |
|
|
2024
Q1 | – | Sell |
-3,526
| Closed | -$252K | – | 173 |
|
|
2023
Q4 | $252K | Sell |
3,526
-815
| -19% | -$58.3K | 0.07% | 242 |
|
|
2023
Q3 | $275K | Buy |
+4,341
| New | +$275K | 0.08% | 220 |
|
|
2023
Q2 | – | Sell |
-3,593
| Closed | -$254K | – | 94 |
|
|
2023
Q1 | $254K | Buy |
+3,593
| New | +$254K | 0.07% | 215 |
|