LVW Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,767
| Closed | -$460K | – | 302 |
|
|
2024
Q4 | $460K | Buy |
5,767
+61
| +1% | +$4.87K | 0.06% | 200 |
|
|
2024
Q3 | $497K | Buy |
5,706
+839
| +17% | +$73.1K | 0.06% | 186 |
|
|
2024
Q2 | $350K | Buy |
4,867
+11
| +0.2% | +$790 | 0.05% | 208 |
|
|
2024
Q1 | $343K | Buy |
+4,856
| New | +$343K | 0.06% | 211 |
|
|
2023
Q2 | – | Sell |
-3,544
| Closed | -$250K | – | 208 |
|
|
2023
Q1 | $250K | Sell |
3,544
-6
| -0.2% | -$424 | 0.05% | 202 |
|
|
2022
Q4 | $226K | Hold |
3,550
| – | – | 0.05% | 207 |
|
|
2022
Q3 | $201K | Hold |
3,550
| – | – | 0.04% | 209 |
|
|
2022
Q2 | $225K | Hold |
3,550
| – | – | 0.05% | 210 |
|
|
2022
Q1 | $249K | Sell |
3,550
-1
| -0% | -$70 | 0.04% | 209 |
|
|
2021
Q4 | $242K | Buy |
+3,551
| New | +$242K | 0.04% | 219 |
|