SWA
Sutton Wealth Advisors’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.1K | Buy |
191
+16
| +9% | +$1.01K | 0.01% | 439 |
|
|
2023
Q2 | $12.2K | Sell |
175
-12
| -6% | -$833 | 0.01% | 427 |
|
|
2023
Q1 | $13.2K | Sell |
187
-2,167
| -92% | -$153K | 0.01% | 368 |
|
|
2022
Q4 | $150K | Buy |
2,354
+25
| +1% | +$1.59K | 0.06% | 205 |
|
|
2022
Q3 | $132K | Buy |
2,329
+2
| +0.1% | +$113 | 0.05% | 215 |
|
|
2022
Q2 | $147K | Hold |
2,327
| – | – | 0.06% | 196 |
|
|
2022
Q1 | $163K | Buy |
2,327
+44
| +2% | +$3.08K | 0.06% | 196 |
|
|
2021
Q4 | $156K | Hold |
2,283
| – | – | 0.05% | 205 |
|
|
2021
Q3 | $127K | Sell |
2,283
-7
| -0.3% | -$388 | 0.05% | 225 |
|
|
2021
Q2 | $132K | Hold |
2,290
| – | – | 0.05% | 215 |
|
|
2021
Q1 | $134K | Hold |
2,290
| – | – | 0.05% | 210 |
|
|
2020
Q4 | $144K | Buy |
2,290
+14
| +0.6% | +$879 | 0.06% | 192 |
|
|
2020
Q3 | $116K | Sell |
2,276
-47
| -2% | -$2.39K | 0.06% | 202 |
|
|
2020
Q2 | $126K | Buy |
2,323
+5
| +0.2% | +$272 | 0.07% | 190 |
|
|
2020
Q1 | $127K | Sell |
2,318
-3
| -0.1% | -$164 | 0.08% | 170 |
|
|
2019
Q4 | $175K | Sell |
2,321
-21
| -0.9% | -$1.58K | 0.09% | 164 |
|
|
2019
Q3 | $177K | Buy |
2,342
+24
| +1% | +$1.81K | 0.1% | 161 |
|
|
2019
Q2 | $156K | Buy |
2,318
+15
| +0.7% | +$1.01K | 0.09% | 167 |
|
|
2019
Q1 | $143K | Buy |
2,303
+27
| +1% | +$1.67K | 0.08% | 170 |
|
|
2018
Q4 | $129K | Buy |
2,276
+24
| +1% | +$1.36K | 0.08% | 171 |
|
|
2018
Q3 | $152K | Hold |
2,252
| – | – | 0.1% | 153 |
|
|
2018
Q2 | $142K | Hold |
2,252
| – | – | 0.1% | 161 |
|
|
2018
Q1 | $143K | Hold |
2,252
| – | – | 0.1% | 159 |
|
|
2017
Q4 | $142K | Hold |
2,252
| – | – | 0.1% | 160 |
|
|
2017
Q3 | $174K | Hold |
2,252
| – | – | 0.13% | 134 |
|
|
2017
Q2 | $176K | Hold |
2,252
| – | – | 0.14% | 128 |
|
|
2017
Q1 | $179K | Hold |
2,252
| – | – | 0.15% | 114 |
|
|
2016
Q4 | $162K | Hold |
2,252
| – | – | 0.15% | 122 |
|
|
2016
Q3 | $163K | Hold |
2,252
| – | – | 0.15% | 117 |
|
|
2016
Q2 | $175K | Hold |
2,252
| – | – | 0.17% | 105 |
|
|
2016
Q1 | $162K | Buy |
+2,252
| New | +$162K | 0.15% | 114 |
|