Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-398
| Closed | -$23K | – | 994 |
|
|
2018
Q4 | $23K | Sell |
398
-54
| -12% | -$3.12K | 0.01% | 626 |
|
|
2018
Q3 | $31K | Hold |
452
| – | – | 0.01% | 645 |
|
|
2018
Q2 | $29K | Buy |
452
+54
| +14% | +$3.47K | 0.01% | 654 |
|
|
2018
Q1 | $25K | Buy |
+398
| New | +$25K | 0.01% | 668 |
|
|
2015
Q1 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 779 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$6K | – | 929 |
|
|
2014
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 831 |
|
|
2014
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 646 |
|
|
2013
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 664 |
|
|
2013
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 632 |
|