Mowery & Schoenfeld 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 | $20.8K | Hold |
403
| – | – | 0.03% | 169 |
|
|
2025
Q1 | $23.7K | Sell |
403
-316
| -44% | -$18.6K | 0.05% | 193 |
|
|
2024
Q4 | $57.4K | Buy |
719
+69
| +11% | +$5.51K | 0.11% | 105 |
|
|
2024
Q3 | $56.6K | Hold |
650
| – | – | 0.09% | 93 |
|
|
2024
Q2 | $46.6K | Buy |
650
+247
| +61% | +$17.7K | 0.07% | 101 |
|
|
2024
Q1 | $28.5K | Buy |
+403
| New | +$28.5K | 0.05% | 99 |
|