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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