LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$14.1K | – | 641 |
|
|
2023
Q1 | $14.1K | Buy |
+200
| New | +$14.1K | ﹤0.01% | 496 |
|
|
2022
Q3 | – | Sell |
-457
| Closed | -$29K | – | 611 |
|
|
2022
Q2 | $29K | Buy |
457
+257
| +129% | +$16.3K | ﹤0.01% | 479 |
|
|
2022
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 532 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 576 |
|
|
2021
Q2 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 599 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$13K | – | 427 |
|
|
2020
Q4 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 541 |
|
|
2019
Q3 | – | Sell |
-18
| Closed | -$1K | – | 691 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 688 |
|
|
2019
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 675 |
|
|
2018
Q1 | – | Sell |
-191
| Closed | -$12K | – | 745 |
|
|
2017
Q4 | $12K | Hold |
191
| – | – | ﹤0.01% | 559 |
|
|
2017
Q3 | $15K | Hold |
191
| – | – | ﹤0.01% | 531 |
|
|
2017
Q2 | $15K | Buy |
+191
| New | +$15K | ﹤0.01% | 519 |
|
|
2013
Q3 | – | Sell |
-1,575
| Closed | -$76K | – | 556 |
|
|
2013
Q2 | $76K | Buy |
+1,575
| New | +$76K | ﹤0.01% | 351 |
|