WestEnd Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5
| Closed | -$435 | – | 367 |
|
|
2024
Q3 | $435 | Sell |
5
-1
| -17% | -$87 | ﹤0.01% | 196 |
|
|
2024
Q2 | $431 | Hold |
6
| – | – | ﹤0.01% | 175 |
|
|
2024
Q1 | $424 | Buy |
6
+1
| +20% | +$71 | ﹤0.01% | 164 |
|
|
2023
Q4 | $357 | Sell |
5
-5
| -50% | -$357 | ﹤0.01% | 185 |
|
|
2023
Q3 | $633 | Buy |
+10
| New | +$633 | ﹤0.01% | 133 |
|
|
2023
Q2 | – | Hold |
0
| – | -$635 | – | 120 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$509 | – | 135 |
|
|
2022
Q4 | $509 | Buy |
8
+2
| +33% | +$127 | ﹤0.01% | 144 |
|
|
2022
Q3 | $0 | Buy |
6
+2
| +50% | – | ﹤0.01% | 194 |
|
|
2022
Q2 | $252 | Buy |
+4
| New | +$252 | ﹤0.01% | 188 |
|