Wealthspire Advisors (Maryland)’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,118
| Closed | -$131K | – | 916 |
|
|
2019
Q1 | $131K | Sell |
2,118
-173
| -8% | -$10.7K | 0.01% | 555 |
|
|
2018
Q4 | $130K | Sell |
2,291
-344
| -13% | -$19.5K | 0.01% | 523 |
|
|
2018
Q3 | $178K | Sell |
2,635
-68
| -3% | -$4.59K | 0.01% | 491 |
|
|
2018
Q2 | $171K | Buy |
2,703
+40
| +2% | +$2.53K | 0.02% | 507 |
|
|
2018
Q1 | $170K | Sell |
2,663
-262
| -9% | -$16.7K | 0.02% | 523 |
|
|
2017
Q4 | $185K | Buy |
2,925
+63
| +2% | +$3.99K | 0.02% | 518 |
|
|
2017
Q3 | $221K | Sell |
2,862
-855
| -23% | -$66K | 0.02% | 442 |
|
|
2017
Q2 | $291K | Sell |
3,717
-102
| -3% | -$7.99K | 0.03% | 346 |
|
|
2017
Q1 | $304K | Sell |
3,819
-3,606
| -49% | -$287K | 0.04% | 285 |
|
|
2016
Q4 | $535K | Sell |
7,425
-690
| -9% | -$49.7K | 0.08% | 163 |
|
|
2016
Q3 | $586K | Buy |
8,115
+1,056
| +15% | +$76.3K | 0.09% | 151 |
|
|
2016
Q2 | $548K | Sell |
7,059
-340
| -5% | -$26.4K | 0.09% | 151 |
|
|
2016
Q1 | $532K | Buy |
7,399
+6,182
| +508% | +$444K | 0.09% | 145 |
|
|
2015
Q4 | $72K | Buy |
+1,217
| New | +$72K | 0.01% | 614 |
|