Wealth Alliance’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,823
| Closed | -$495K | – | 518 |
|
|
2023
Q3 | $495K | Sell |
7,823
-777
| -9% | -$49.2K | 0.08% | 241 |
|
|
2023
Q2 | $597K | Sell |
8,600
-443
| -5% | -$30.8K | 0.09% | 224 |
|
|
2023
Q1 | $638K | Sell |
9,043
-274
| -3% | -$19.3K | 0.1% | 204 |
|
|
2022
Q4 | $593K | Buy |
9,317
+744
| +9% | +$47.3K | 0.11% | 211 |
|
|
2022
Q3 | $485K | Buy |
8,573
+255
| +3% | +$14.4K | 0.1% | 219 |
|
|
2022
Q2 | $526K | Sell |
8,318
-356
| -4% | -$22.5K | 0.1% | 207 |
|
|
2022
Q1 | $608K | Sell |
8,674
-535
| -6% | -$37.5K | 0.12% | 180 |
|
|
2021
Q4 | $628K | Sell |
9,209
-503
| -5% | -$34.3K | 0.13% | 182 |
|
|
2021
Q3 | $539K | Buy |
9,712
+969
| +11% | +$53.8K | 0.12% | 188 |
|
|
2021
Q2 | $506K | Sell |
8,743
-308
| -3% | -$17.8K | 0.12% | 193 |
|
|
2021
Q1 | $530K | Buy |
9,051
+360
| +4% | +$21.1K | 0.15% | 164 |
|
|
2020
Q4 | $546K | Buy |
8,691
+1,807
| +26% | +$114K | 0.16% | 158 |
|
|
2020
Q3 | $350K | Buy |
6,884
+465
| +7% | +$23.6K | 0.13% | 199 |
|
|
2020
Q2 | $349K | Buy |
+6,419
| New | +$349K | 0.14% | 191 |
|