Regal Wealth Group’s Edison International EIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$365K	Hold	5,049	–	–	0.23%	32
2023 Q3	$320K	Hold	5,049	–	–	0.22%	33
2023 Q2	$348K	Hold	5,049	–	–	0.23%	32
2023 Q1	$367K	Sell	5,049 -818	-14%	-$59.5K	0.26%	35
2022 Q4	$373K	Hold	5,867	–	–	0.27%	28
2022 Q3	$333K	Hold	5,867	–	–	0.26%	30
2022 Q2	$371K	Buy	5,867 +8	+0.1%	+$506	0.27%	33
2022 Q1	$415K	Buy	5,859 +9	+0.2%	+$637	0.26%	35
2021 Q4	$399K	Buy	5,850 +9	+0.2%	+$614	0.22%	38
2021 Q3	$324K	Buy	5,841 +9	+0.2%	+$499	0.19%	41
2021 Q2	$337K	Buy	5,832 +9	+0.2%	+$520	0.2%	39
2021 Q1	$341K	Sell	5,823 -391	-6%	-$22.9K	0.2%	36
2020 Q4	$390K	Buy	6,214 +8	+0.1%	+$502	0.24%	29
2020 Q3	$315K	Buy	6,206 +10	+0.2%	+$508	0.25%	32
2020 Q2	$337K	Buy	6,196 +749	+14%	+$40.7K	0.28%	30
2020 Q1	$298K	Hold	5,447	–	–	0.29%	30
2019 Q4	$411K	Hold	5,447	–	–	0.27%	31
2019 Q3	$411K	Hold	5,447	–	–	0.28%	30
2019 Q2	$367K	Hold	5,447	–	–	0.25%	31
2019 Q1	$337K	Hold	5,447	–	–	0.24%	33
2018 Q4	$309K	Buy	5,447 +1	+0%	+$57	0.28%	32
2018 Q3	$369K	Sell	5,446 -1	-0%	-$68	0.25%	30
2018 Q2	$345K	Hold	5,447	–	–	0.37%	29
2018 Q1	$347K	Buy	5,447 +1	+0%	+$64	0.27%	28
2017 Q4	$344K	Hold	5,446	–	–	0.24%	29
2017 Q3	$420K	Hold	5,446	–	–	0.31%	27
2017 Q2	$426K	Buy	5,446 +5,036	+1,228%	+$394K	0.33%	28
2017 Q1	$33K	Hold	410	–	–	0.03%	77
2016 Q4	$30K	Hold	410	–	–	0.02%	78
2016 Q3	$30K	Hold	410	–	–	0.03%	77
2016 Q2	$32K	Hold	410	–	–	0.03%	73
2016 Q1	$29K	Buy	410 +10	+3%	+$707	0.03%	75
2015 Q4	$24K	Buy	+400	New	+$24K	0.02%	85