SWM
Selective Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-200
| Closed | -$12K | – | 595 |
|
|
2021
Q2 | $12K | Hold |
200
| – | – | 0.01% | 319 |
|
|
2021
Q1 | $12K | Hold |
200
| – | – | 0.01% | 233 |
|
|
2020
Q4 | $13K | Hold |
200
| – | – | 0.01% | 215 |
|
|
2020
Q3 | $10K | Hold |
200
| – | – | 0.01% | 201 |
|
|
2020
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 229 |
|