SWS
SYSTM Wealth Solutions’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,559
| Closed | -$184K | – | 260 |
|
|
2024
Q2 | $184K | Sell |
2,559
-254
| -9% | -$18.2K | 0.04% | 195 |
|
|
2024
Q1 | $200K | Sell |
2,813
-636
| -18% | -$45.2K | 0.03% | 397 |
|
|
2023
Q4 | $248K | Sell |
3,449
-186
| -5% | -$13.4K | 0.03% | 354 |
|
|
2023
Q3 | $230K | Sell |
3,635
-644
| -15% | -$40.8K | 0.04% | 411 |
|
|
2023
Q2 | $297K | Buy |
+4,279
| New | +$297K | 0.04% | 393 |
|