Waverly Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+4,749
| New | +$245K | ﹤0.01% | 1049 |
|
|
2014
Q4 | – | Sell |
-55
| Closed | -$3K | – | 497 |
|
|
2014
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 691 |
|
|
2014
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 660 |
|
|
2014
Q1 | $3K | Sell |
55
-1,800
| -97% | -$98.2K | ﹤0.01% | 619 |
|
|
2013
Q4 | $86K | Buy |
1,855
+55
| +3% | +$2.55K | 0.03% | 259 |
|
|
2013
Q3 | $83K | Buy |
+1,800
| New | +$83K | 0.04% | 173 |
|