U.S. Capital Wealth Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,444
| Closed | -$2.3M | – | 810 |
|
|
2024
Q3 | $2.3M | Sell |
26,444
-403
| -2% | -$35.1K | 0.08% | 228 |
|
|
2024
Q2 | $1.93M | Sell |
26,847
-497
| -2% | -$35.7K | 0.07% | 246 |
|
|
2024
Q1 | $1.93M | Buy |
27,344
+132
| +0.5% | +$9.34K | 0.07% | 242 |
|
|
2023
Q4 | $1.95M | Buy |
+27,212
| New | +$1.95M | 0.08% | 233 |
|
|
2023
Q1 | – | Sell |
-37
| Closed | -$2.35K | – | 895 |
|
|
2022
Q4 | $2.35K | Buy |
+37
| New | +$2.35K | ﹤0.01% | 1475 |
|