Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,126
| Closed | -$80.9K | – | 449 |
|
|
2024
Q2 | $80.9K | Buy |
1,126
+2
| +0.2% | +$144 | 0.02% | 487 |
|
|
2024
Q1 | $79.5K | Buy |
+1,124
| New | +$79.5K | 0.02% | 500 |
|
|
2023
Q4 | – | Sell |
-1,273
| Closed | -$88.4K | – | 509 |
|
|
2023
Q3 | $88.4K | Hold |
1,273
| – | – | 0.02% | 472 |
|
|
2023
Q2 | $88.4K | Buy |
+1,273
| New | +$88.4K | 0.02% | 495 |
|
|
2023
Q1 | – | Sell |
-1,721
| Closed | -$110K | – | 506 |
|
|
2022
Q4 | $110K | Sell |
1,721
-28
| -2% | -$1.78K | 0.03% | 469 |
|
|
2022
Q3 | $99K | Buy |
+1,749
| New | +$99K | 0.03% | 452 |
|
|
2020
Q1 | – | Sell |
-625
| Closed | -$42K | – | 599 |
|
|
2019
Q4 | $42K | Buy |
625
+146
| +30% | +$9.81K | 0.01% | 715 |
|
|
2019
Q3 | $37K | Buy |
479
+14
| +3% | +$1.08K | 0.01% | 749 |
|
|
2019
Q2 | $32K | Buy |
+465
| New | +$32K | 0.01% | 781 |
|