Perennial 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
Q1 | – | Sell |
-3,347
| Closed | -$267K | – | 432 |
|
2024
Q4 | $267K | Buy |
3,347
+4
| +0.1% | +$319 | 0.03% | 325 |
|
2024
Q3 | $291K | Buy |
3,343
+6
| +0.2% | +$522 | 0.04% | 292 |
|
2024
Q2 | $240K | Buy |
3,337
+4
| +0.1% | +$287 | 0.03% | 311 |
|
2024
Q1 | $236K | Buy |
3,333
+6
| +0.2% | +$424 | 0.04% | 289 |
|
2023
Q4 | $238K | Buy |
3,327
+6
| +0.2% | +$429 | 0.04% | 281 |
|
2023
Q3 | $210K | Buy |
3,321
+4
| +0.1% | +$253 | 0.04% | 291 |
|
2023
Q2 | $230K | Sell |
3,317
-51
| -2% | -$3.54K | 0.04% | 288 |
|
2023
Q1 | $238K | Buy |
+3,368
| New | +$238K | 0.04% | 275 |
|