Schechter Investment Advisors’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,857
| Closed | -$228K | – | 649 |
|
|
2024
Q4 | $228K | Sell |
2,857
-86
| -3% | -$6.87K | 0.02% | 547 |
|
|
2024
Q3 | $256K | Sell |
2,943
-19
| -0.6% | -$1.66K | 0.02% | 527 |
|
|
2024
Q2 | $213K | Buy |
2,962
+16
| +0.5% | +$1.15K | 0.02% | 553 |
|
|
2024
Q1 | $208K | Buy |
2,946
+14
| +0.5% | +$990 | 0.02% | 579 |
|
|
2023
Q4 | $210K | Sell |
2,932
-256
| -8% | -$18.3K | 0.02% | 558 |
|
|
2023
Q3 | $202K | Buy |
3,188
+221
| +7% | +$14K | 0.02% | 550 |
|
|
2023
Q2 | $206K | Sell |
2,967
-9
| -0.3% | -$625 | 0.02% | 589 |
|
|
2023
Q1 | $210K | Buy |
+2,976
| New | +$210K | 0.02% | 608 |
|