Wealthspire Advisors (New York)’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,387
| Closed | -$1.14M | – | 466 |
|
|
2021
Q1 | $1.14M | Buy |
19,387
+4,635
| +31% | +$272K | 0.03% | 241 |
|
|
2020
Q4 | $927K | Buy |
+14,752
| New | +$927K | 0.03% | 213 |
|
|
2020
Q2 | – | Sell |
-3,727
| Closed | -$204K | – | 345 |
|
|
2020
Q1 | $204K | Buy |
+3,727
| New | +$204K | 0.01% | 493 |
|
|
2019
Q1 | – | Sell |
-308
| Closed | -$17K | – | 265 |
|
|
2018
Q4 | $17K | Buy |
+308
| New | +$17K | ﹤0.01% | 375 |
|