Valley National Advisers’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-185
| Closed | -$13K | – | 860 |
|
|
2024
Q2 | $13K | Buy |
185
+45
| +32% | +$3.16K | ﹤0.01% | 572 |
|
|
2024
Q1 | $9K | Sell |
140
-135
| -49% | -$8.68K | ﹤0.01% | 658 |
|
|
2023
Q4 | $19K | Buy |
275
+45
| +20% | +$3.11K | ﹤0.01% | 547 |
|
|
2023
Q3 | $15K | Buy |
230
+195
| +557% | +$12.7K | ﹤0.01% | 538 |
|
|
2023
Q2 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 736 |
|
|
2021
Q3 | – | Sell |
-27
| Closed | -$2K | – | 888 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 777 |
|
|
2021
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 726 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$3K | – | 763 |
|
|
2018
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 585 |
|
|
2016
Q4 | – | Sell |
-4
| Closed | – | – | 666 |
|
|
2016
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 662 |
|