Mount Yale Investment 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
Q2 | $369K | Buy |
7,144
+114
| +2% | +$5.88K | 0.03% | 411 |
|
|
2025
Q1 | $414K | Sell |
7,030
-38
| -0.5% | -$2.24K | 0.04% | 367 |
|
|
2024
Q4 | $564K | Hold |
7,068
| – | – | 0.05% | 323 |
|
|
2024
Q3 | $616K | Sell |
7,068
-3,105
| -31% | -$270K | 0.06% | 297 |
|
|
2024
Q2 | $731K | Sell |
10,173
-314
| -3% | -$22.5K | 0.06% | 266 |
|
|
2024
Q1 | $742K | Buy |
10,487
+387
| +4% | +$27.4K | 0.06% | 286 |
|
|
2023
Q4 | $722K | Buy |
10,100
+90
| +0.9% | +$6.43K | 0.07% | 258 |
|
|
2023
Q3 | $634K | Hold |
10,010
| – | – | 0.07% | 266 |
|
|
2023
Q2 | $695K | Hold |
10,010
| – | – | 0.07% | 261 |
|
|
2023
Q1 | $707K | Hold |
10,010
| – | – | 0.08% | 246 |
|
|
2022
Q4 | $637K | Hold |
10,010
| – | – | 0.07% | 251 |
|
|
2022
Q3 | $566K | Hold |
10,010
| – | – | 0.08% | 256 |
|
|
2022
Q2 | $633K | Sell |
10,010
-2,000
| -17% | -$126K | 0.08% | 246 |
|
|
2022
Q1 | $842K | Hold |
12,010
| – | – | 0.09% | 221 |
|
|
2021
Q4 | $820K | Hold |
12,010
| – | – | 0.09% | 231 |
|
|
2021
Q3 | $666K | Buy |
+12,010
| New | +$666K | 0.08% | 235 |
|
|
2020
Q4 | – | Sell |
-4,207
| Closed | -$214K | – | 401 |
|
|
2020
Q3 | $214K | Buy |
4,207
+282
| +7% | +$14.3K | 0.03% | 324 |
|
|
2020
Q2 | $213K | Buy |
+3,925
| New | +$213K | 0.04% | 298 |
|
|
2020
Q1 | – | Sell |
-3,043
| Closed | -$233K | – | 305 |
|
|
2019
Q4 | $233K | Buy |
+3,043
| New | +$233K | 0.04% | 296 |
|
|
2018
Q4 | – | Sell |
-1,583
| Closed | -$110K | – | 445 |
|
|
2018
Q3 | $110K | Buy |
1,583
+2
| +0.1% | +$139 | 0.02% | 411 |
|
|
2018
Q2 | $100K | Buy |
1,581
+21
| +1% | +$1.33K | 0.02% | 460 |
|
|
2018
Q1 | $99K | Buy |
+1,560
| New | +$99K | 0.02% | 455 |
|