Pathstone Family Office’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $786K | Buy |
+12,400
| New | +$786K | 0.01% | 820 |
|
2023
Q1 | – | Sell |
-7,052
| Closed | -$450K | – | 1289 |
|
2022
Q4 | $450K | Buy |
7,052
+142
| +2% | +$9.05K | ﹤0.01% | 1146 |
|
2022
Q3 | $391K | Buy |
+6,910
| New | +$391K | ﹤0.01% | 1158 |
|
2021
Q1 | – | Sell |
-577
| Closed | -$36K | – | 843 |
|
2020
Q4 | $36K | Buy |
+577
| New | +$36K | ﹤0.01% | 569 |
|