SSWM
Strait & Sound Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,469
| Closed | -$558K | – | 149 |
|
|
2025
Q1 | $558K | Buy |
9,469
+2,525
| +36% | +$149K | 0.26% | 76 |
|
|
2024
Q4 | $554K | Buy |
6,944
+1,121
| +19% | +$89.5K | 0.26% | 69 |
|
|
2024
Q3 | $507K | Buy |
5,823
+2,014
| +53% | +$175K | 0.25% | 76 |
|
|
2024
Q2 | $274K | Buy |
+3,809
| New | +$274K | 0.14% | 119 |
|