Valeo Financial Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-111
| Closed | -$7K | – | 808 |
|
|
2021
Q1 | $7K | Buy |
111
+11
| +11% | +$694 | ﹤0.01% | 1360 |
|
|
2020
Q4 | $6K | Sell |
100
-26
| -21% | -$1.56K | ﹤0.01% | 1294 |
|
|
2020
Q3 | $6K | Sell |
126
-146
| -54% | -$6.95K | ﹤0.01% | 1162 |
|
|
2020
Q2 | $15K | Buy |
272
+126
| +86% | +$6.95K | ﹤0.01% | 1083 |
|
|
2020
Q1 | $9K | Buy |
146
+17
| +13% | +$1.05K | ﹤0.01% | 1076 |
|
|
2019
Q4 | $10K | Buy |
129
+6
| +5% | +$465 | ﹤0.01% | 1089 |
|
|
2019
Q3 | $9K | Buy |
123
+23
| +23% | +$1.68K | ﹤0.01% | 1035 |
|
|
2019
Q2 | $7K | Sell |
100
-35
| -26% | -$2.45K | ﹤0.01% | 1106 |
|
|
2019
Q1 | $8K | Hold |
135
| – | – | ﹤0.01% | 1013 |
|
|
2018
Q4 | $8K | Sell |
135
-28
| -17% | -$1.66K | ﹤0.01% | 930 |
|
|
2018
Q3 | $11K | Buy |
163
+35
| +27% | +$2.36K | ﹤0.01% | 926 |
|
|
2018
Q2 | $9K | Buy |
128
+28
| +28% | +$1.97K | ﹤0.01% | 957 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1065 |
|
|
2017
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 956 |
|
|
2017
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 745 |
|