RWM
RBA Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-42,759
| Closed | -$3.41M | – | 95 |
|
|
2024
Q4 | $3.41M | Buy |
42,759
+2,745
| +7% | +$219K | 1.3% | 40 |
|
|
2024
Q3 | $3.48M | Buy |
40,014
+1,964
| +5% | +$171K | 1.34% | 40 |
|
|
2024
Q2 | $2.73M | Buy |
38,050
+2,231
| +6% | +$160K | 1.09% | 44 |
|
|
2024
Q1 | $2.53M | Buy |
35,819
+2,649
| +8% | +$187K | 1.03% | 43 |
|
|
2023
Q4 | $2.37M | Buy |
33,170
+816
| +3% | +$58.3K | 1.04% | 41 |
|
|
2023
Q3 | $2.05M | Buy |
32,354
+3,048
| +10% | +$193K | 0.99% | 43 |
|
|
2023
Q2 | $2.04M | Buy |
+29,306
| New | +$2.04M | 0.95% | 43 |
|