Strategic Wealth Partners’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8K | Buy |
+945
| New | +$48.8K | ﹤0.01% | 494 |
|
|
2019
Q4 | – | Sell |
-137
| Closed | -$10 | – | 231 |
|
|
2019
Q3 | $10 | Sell |
137
-93
| -40% | -$7 | ﹤0.01% | 517 |
|
|
2019
Q2 | $15K | Hold |
230
| – | – | 0.01% | 407 |
|
|
2019
Q1 | $14K | Sell |
230
-5
| -2% | -$304 | 0.01% | 448 |
|
|
2018
Q4 | $14K | Hold |
235
| – | – | 0.01% | 410 |
|
|
2018
Q3 | $16K | Sell |
235
-53
| -18% | -$3.61K | 0.01% | 370 |
|
|
2018
Q2 | $18K | Sell |
288
-12,974
| -98% | -$811K | 0.01% | 423 |
|
|
2018
Q1 | $844K | Buy |
13,262
+6,044
| +84% | +$385K | 0.44% | 80 |
|
|
2017
Q4 | $580K | Buy |
+7,218
| New | +$580K | 0.32% | 105 |
|