THWM
Taylor Hoffman Wealth Management’s Edison International EIX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-317
| Closed | -$17K | – | 188 |
|
2020
Q2 | $17K | Buy |
+317
| New | +$17K | 0.01% | 263 |
|
2020
Q1 | – | Sell |
-317
| Closed | -$24K | – | 192 |
|
2019
Q4 | $24K | Hold |
317
| – | – | 0.02% | 260 |
|
2019
Q3 | $24K | Hold |
317
| – | – | 0.02% | 256 |
|
2019
Q2 | $21K | Sell |
317
-100
| -24% | -$6.63K | 0.02% | 244 |
|
2019
Q1 | $26K | Buy |
417
+100
| +32% | +$6.24K | 0.02% | 241 |
|
2018
Q4 | $18K | Sell |
317
-100
| -24% | -$5.68K | 0.02% | 244 |
|
2018
Q3 | $28K | Hold |
417
| – | – | 0.02% | 224 |
|
2018
Q2 | $26K | Hold |
417
| – | – | 0.02% | 218 |
|
2018
Q1 | $27K | Hold |
417
| – | – | 0.02% | 224 |
|
2017
Q4 | $26K | Buy |
+417
| New | +$26K | 0.02% | 231 |
|