Modern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
5,655
-8
| -0.1% | -$413 | 0.01% | 606 |
|
|
2025
Q1 | $334K | Buy |
5,663
+697
| +14% | +$41.1K | 0.01% | 495 |
|
|
2024
Q4 | $396K | Sell |
4,966
-412
| -8% | -$32.9K | 0.01% | 400 |
|
|
2024
Q3 | $468K | Buy |
5,378
+5
| +0.1% | +$435 | 0.03% | 263 |
|
|
2024
Q2 | $386K | Sell |
5,373
-65
| -1% | -$4.67K | 0.03% | 264 |
|
|
2024
Q1 | $385K | Buy |
5,438
+1,795
| +49% | +$127K | 0.04% | 205 |
|
|
2023
Q4 | $260K | Buy |
+3,643
| New | +$260K | 0.03% | 161 |
|