SMFS
Squar Milner Financial Services’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,400
| Closed | -$456K | – | 56 |
|
|
2020
Q2 | $456K | Hold |
8,400
| – | – | 0.26% | 101 |
|
|
2020
Q1 | $460K | Hold |
8,400
| – | – | 0.28% | 73 |
|
|
2019
Q4 | $633K | Hold |
8,400
| – | – | 0.32% | 63 |
|
|
2019
Q3 | $427K | Sell |
8,400
-36
| -0.4% | -$1.83K | 0.22% | 116 |
|
|
2019
Q2 | $569K | Sell |
8,436
-147
| -2% | -$9.92K | 0.38% | 53 |
|
|
2019
Q1 | $531K | Buy |
8,583
+122
| +1% | +$7.55K | 0.39% | 50 |
|
|
2018
Q4 | $480K | Hold |
8,461
| – | – | 0.46% | 47 |
|
|
2018
Q3 | $573K | Sell |
8,461
-442
| -5% | -$29.9K | 0.52% | 38 |
|
|
2018
Q2 | $563K | Buy |
8,903
+61
| +0.7% | +$3.86K | 0.5% | 43 |
|
|
2018
Q1 | $563K | Hold |
8,842
| – | – | 0.71% | 40 |
|
|
2017
Q4 | $552K | Buy |
+8,842
| New | +$552K | 0.67% | 43 |
|