Venturi Wealth Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-509
| Closed | -$40.6K | – | 927 |
|
|
2024
Q4 | $40.6K | Buy |
509
+106
| +26% | +$8.46K | ﹤0.01% | 1081 |
|
|
2024
Q3 | $35.1K | Hold |
403
| – | – | ﹤0.01% | 863 |
|
|
2024
Q2 | $28.9K | Buy |
403
+198
| +97% | +$14.2K | ﹤0.01% | 833 |
|
|
2024
Q1 | $14.5K | Buy |
205
+1
| +0.5% | +$71 | ﹤0.01% | 826 |
|
|
2023
Q4 | $14.6K | Buy |
204
+59
| +41% | +$4.22K | ﹤0.01% | 784 |
|
|
2023
Q3 | $9.18K | Buy |
145
+15
| +12% | +$949 | ﹤0.01% | 821 |
|
|
2023
Q2 | $9.03K | Buy |
130
+10
| +8% | +$695 | ﹤0.01% | 667 |
|
|
2023
Q1 | $8.47K | Buy |
+120
| New | +$8.47K | ﹤0.01% | 744 |
|