SSWM
Sheets Smith Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,531
| Closed | -$470K | – | 293 |
|
|
2016
Q4 | $470K | Hold |
6,531
| – | – | 0.13% | 192 |
|
|
2016
Q3 | $472K | Hold |
6,531
| – | – | 0.13% | 183 |
|
|
2016
Q2 | $507K | Hold |
6,531
| – | – | 0.15% | 174 |
|
|
2016
Q1 | $470K | Hold |
6,531
| – | – | 0.14% | 156 |
|
|
2015
Q4 | $387K | Hold |
6,531
| – | – | 0.12% | 163 |
|
|
2015
Q3 | $412K | Hold |
6,531
| – | – | 0.14% | 142 |
|
|
2015
Q2 | $363K | Hold |
6,531
| – | – | 0.1% | 177 |
|
|
2015
Q1 | $408K | Hold |
6,531
| – | – | 0.11% | 171 |
|
|
2014
Q4 | $428K | Hold |
6,531
| – | – | 0.11% | 180 |
|
|
2014
Q3 | $365K | Hold |
6,531
| – | – | 0.1% | 179 |
|
|
2014
Q2 | $380K | Hold |
6,531
| – | – | 0.1% | 189 |
|
|
2014
Q1 | $370K | Hold |
6,531
| – | – | 0.1% | 188 |
|
|
2013
Q4 | $302K | Sell |
6,531
-26,369
| -80% | -$1.22M | 0.08% | 210 |
|
|
2013
Q3 | $2.29M | Buy |
32,900
+26,369
| +404% | +$1.84M | 0.75% | 41 |
|
|
2013
Q2 | $315K | Buy |
+6,531
| New | +$315K | 0.11% | 195 |
|