Lloyd Advisory Services’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,380
| Closed | -$946K | – | 122 |
|
|
2024
Q1 | $946K | Buy |
+13,380
| New | +$946K | 0.2% | 91 |
|
|
2022
Q2 | – | Sell |
-409
| Closed | -$29K | – | 210 |
|
|
2022
Q1 | $29K | Buy |
409
+25
| +7% | +$1.77K | 0.01% | 294 |
|
|
2021
Q4 | $26K | Buy |
384
+30
| +8% | +$2.03K | 0.01% | 270 |
|
|
2021
Q3 | $20K | Buy |
354
+208
| +142% | +$11.8K | 0.01% | 248 |
|
|
2021
Q2 | $8K | Buy |
146
+76
| +109% | +$4.16K | ﹤0.01% | 289 |
|
|
2021
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 301 |
|
|
2020
Q4 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 266 |
|