VA
Valmark Advisers’s Edison International EIX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-7,982
| Closed | -$554K | – | 472 |
|
2023
Q2 | $554K | Sell |
7,982
-359
| -4% | -$24.9K | 0.01% | 310 |
|
2023
Q1 | $589K | Sell |
8,341
-122
| -1% | -$8.61K | 0.01% | 296 |
|
2022
Q4 | $538K | Hold |
8,463
| – | – | 0.01% | 302 |
|
2022
Q3 | $479K | Buy |
8,463
+852
| +11% | +$48.2K | 0.01% | 285 |
|
2022
Q2 | $481K | Hold |
7,611
| – | – | 0.01% | 297 |
|
2022
Q1 | $534K | Hold |
7,611
| – | – | 0.01% | 292 |
|
2021
Q4 | $519K | Hold |
7,611
| – | – | 0.01% | 276 |
|
2021
Q3 | $422K | Hold |
7,611
| – | – | 0.01% | 290 |
|
2021
Q2 | $440K | Hold |
7,611
| – | – | 0.01% | 291 |
|
2021
Q1 | $446K | Hold |
7,611
| – | – | 0.01% | 283 |
|
2020
Q4 | $478K | Hold |
7,611
| – | – | 0.01% | 256 |
|
2020
Q3 | $387K | Hold |
7,611
| – | – | 0.01% | 202 |
|
2020
Q2 | $413K | Sell |
7,611
-22
| -0.3% | -$1.19K | 0.01% | 182 |
|
2020
Q1 | $418K | Sell |
7,633
-535
| -7% | -$29.3K | 0.01% | 156 |
|
2019
Q4 | $616K | Buy |
8,168
+99
| +1% | +$7.47K | 0.01% | 139 |
|
2019
Q3 | $609K | Buy |
8,069
+69
| +0.9% | +$5.21K | 0.01% | 139 |
|
2019
Q2 | $539K | Buy |
+8,000
| New | +$539K | 0.01% | 136 |
|