Liberty Wealth Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-507
| Closed | -$28K | – | 432 |
|
|
2021
Q3 | $28K | Buy |
507
+6
| +1% | +$331 | 0.01% | 562 |
|
|
2021
Q2 | $29K | Sell |
501
-60
| -11% | -$3.47K | 0.01% | 423 |
|
|
2021
Q1 | $32K | Hold |
561
| – | – | 0.02% | 369 |
|
|
2020
Q4 | $32K | Buy |
561
+12
| +2% | +$684 | 0.02% | 366 |
|
|
2020
Q3 | $28K | Buy |
549
+6
| +1% | +$306 | 0.02% | 339 |
|
|
2020
Q2 | $29K | Buy |
543
+6
| +1% | +$320 | 0.02% | 323 |
|
|
2020
Q1 | $29K | Buy |
537
+4
| +0.8% | +$216 | 0.03% | 291 |
|
|
2019
Q4 | $40K | Buy |
533
+6
| +1% | +$450 | 0.03% | 289 |
|
|
2019
Q3 | $40K | Buy |
527
+4
| +0.8% | +$304 | 0.04% | 265 |
|
|
2019
Q2 | $35K | Buy |
523
+5
| +1% | +$335 | 0.03% | 305 |
|
|
2019
Q1 | $32K | Buy |
518
+6
| +1% | +$371 | 0.02% | 273 |
|
|
2018
Q4 | $29K | Buy |
+512
| New | +$29K | 0.02% | 270 |
|