WESPAC Advisors SoCal’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 |
-150
| Closed | -$9K | – | 147 |
|
|
2019
Q1 | $9K | Sell |
150
-350
| -70% | -$21K | 0.01% | 237 |
|
|
2018
Q4 | $28K | Sell |
500
-150
| -23% | -$8.4K | 0.02% | 152 |
|
|
2018
Q3 | $43K | Buy |
+650
| New | +$43K | 0.02% | 133 |
|
|
2018
Q2 | – | Sell |
-150
| Closed | -$9K | – | 131 |
|
|
2018
Q1 | $9K | Hold |
150
| – | – | 0.01% | 198 |
|
|
2017
Q4 | $9K | Buy |
+150
| New | +$9K | 0.01% | 192 |
|
|
2017
Q3 | – | Sell |
-75
| Closed | -$5K | – | 269 |
|
|
2017
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 208 |
|
|
2017
Q1 | $5.97K | Sell |
75
-75
| -50% | -$5.97K | ﹤0.01% | 205 |
|
|
2016
Q4 | $10.8K | Sell |
150
-90
| -38% | -$6.48K | 0.01% | 184 |
|
|
2016
Q3 | $17.3K | Hold |
240
| – | – | 0.01% | 155 |
|
|
2016
Q2 | $18.6K | Buy |
+240
| New | +$18.6K | 0.01% | 162 |
|