RFA
Reilly Financial Advisors’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $246K | Buy |
3,610
+8
| +0.2% | +$545 | 0.02% | 189 |
|
|
2021
Q3 | $200K | Buy |
3,602
+9
| +0.3% | +$500 | 0.02% | 201 |
|
|
2021
Q2 | $208K | Sell |
3,593
-168
| -4% | -$9.73K | 0.02% | 204 |
|
|
2021
Q1 | $220K | Buy |
3,761
+185
| +5% | +$10.8K | 0.02% | 188 |
|
|
2020
Q4 | $225K | Sell |
3,576
-2,080
| -37% | -$131K | 0.02% | 180 |
|
|
2020
Q3 | $288K | Buy |
5,656
+9
| +0.2% | +$458 | 0.03% | 154 |
|
|
2020
Q2 | $307K | Buy |
5,647
+8
| +0.1% | +$435 | 0.04% | 150 |
|
|
2020
Q1 | $309K | Buy |
5,639
+6
| +0.1% | +$329 | 0.04% | 142 |
|
|
2019
Q4 | $425K | Buy |
5,633
+30
| +0.5% | +$2.26K | 0.05% | 144 |
|
|
2019
Q3 | $423K | Buy |
5,603
+5
| +0.1% | +$377 | 0.05% | 145 |
|
|
2019
Q2 | $377K | Sell |
5,598
-883
| -14% | -$59.5K | 0.05% | 146 |
|
|
2019
Q1 | $401K | Buy |
6,481
+2,072
| +47% | +$128K | 0.05% | 135 |
|
|
2018
Q4 | $250K | Sell |
4,409
-158
| -3% | -$8.96K | 0.04% | 156 |
|
|
2018
Q3 | $309K | Buy |
4,567
+717
| +19% | +$48.5K | 0.04% | 148 |
|
|
2018
Q2 | $244K | Sell |
3,850
-2,359
| -38% | -$150K | 0.03% | 160 |
|
|
2018
Q1 | $395K | Sell |
6,209
-84
| -1% | -$5.34K | 0.06% | 130 |
|
|
2017
Q4 | $398K | Buy |
6,293
+5
| +0.1% | +$316 | 0.06% | 129 |
|
|
2017
Q3 | $485K | Buy |
6,288
+4
| +0.1% | +$309 | 0.07% | 115 |
|
|
2017
Q2 | $491K | Sell |
6,284
-330
| -5% | -$25.8K | 0.08% | 116 |
|
|
2017
Q1 | $527K | Sell |
6,614
-195
| -3% | -$15.5K | 0.08% | 107 |
|
|
2016
Q4 | $490K | Sell |
6,809
-146
| -2% | -$10.5K | 0.08% | 104 |
|
|
2016
Q3 | $503K | Sell |
6,955
-66
| -0.9% | -$4.77K | 0.09% | 101 |
|
|
2016
Q2 | $545K | Buy |
+7,021
| New | +$545K | 0.1% | 96 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 955 |
|
|
2015
Q4 | – | Sell |
-7,744
| Closed | -$488K | – | 981 |
|
|
2015
Q3 | $488K | Buy |
7,744
+659
| +9% | +$41.5K | 0.09% | 120 |
|
|
2015
Q2 | $394K | Buy |
7,085
+60
| +0.9% | +$3.34K | 0.07% | 131 |
|
|
2015
Q1 | $439K | Buy |
7,025
+47
| +0.7% | +$2.94K | 0.08% | 125 |
|
|
2014
Q4 | $457K | Sell |
6,978
-546
| -7% | -$35.8K | 0.11% | 81 |
|
|
2014
Q3 | $421K | Sell |
7,524
-259
| -3% | -$14.5K | 0.1% | 76 |
|
|
2014
Q2 | $448K | Sell |
7,783
-11,397
| -59% | -$656K | 0.11% | 73 |
|
|
2014
Q1 | $1.09M | Sell |
19,180
-1,537
| -7% | -$87K | 0.26% | 57 |
|
|
2013
Q4 | $959K | Buy |
20,717
+4
| +0% | +$185 | 0.23% | 56 |
|
|
2013
Q3 | $955K | Sell |
20,713
-176
| -0.8% | -$8.12K | 0.27% | 52 |
|
|
2013
Q2 | $978K | Buy |
+20,889
| New | +$978K | 0.29% | 53 |
|