Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-782
| Closed | -$50K | – | 343 |
|
|
2018
Q1 | $50K | Hold |
782
| – | – | 0.02% | 306 |
|
|
2017
Q4 | $50K | Hold |
782
| – | – | 0.02% | 283 |
|
|
2017
Q3 | $61K | Hold |
782
| – | – | 0.02% | 313 |
|
|
2017
Q2 | $62K | Sell |
782
-194
| -20% | -$15.4K | 0.01% | 359 |
|
|
2017
Q1 | $78K | Buy |
976
+61
| +7% | +$4.88K | 0.02% | 333 |
|
|
2016
Q4 | $73K | Buy |
915
+133
| +17% | +$10.6K | 0.02% | 318 |
|
|
2016
Q3 | $56K | Hold |
782
| – | – | 0.01% | 297 |
|
|
2016
Q2 | $61K | Buy |
+782
| New | +$61K | 0.02% | 261 |
|