WFG Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $30K | Buy |
385
+3
| +0.8% | +$234 | 0.01% | 837 |
|
|
2017
Q1 | $30K | Buy |
382
+3
| +0.8% | +$236 | 0.01% | 796 |
|
|
2016
Q4 | $27K | Buy |
379
+2
| +0.5% | +$142 | 0.01% | 863 |
|
|
2016
Q3 | $27K | Buy |
377
+68
| +22% | +$4.87K | 0.01% | 869 |
|
|
2016
Q2 | $24K | Sell |
309
-8
| -3% | -$621 | 0.01% | 875 |
|
|
2016
Q1 | $23K | Buy |
317
+3
| +1% | +$218 | 0.01% | 849 |
|
|
2015
Q4 | $19K | Sell |
314
-5
| -2% | -$303 | 0.01% | 909 |
|
|
2015
Q3 | $20K | Buy |
319
+19
| +6% | +$1.19K | 0.01% | 882 |
|
|
2015
Q2 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 1025 |
|
|
2014
Q1 | – | Sell |
-4,859
| Closed | -$225K | – | 2028 |
|
|
2013
Q4 | $225K | Sell |
4,859
-957
| -16% | -$44.3K | 0.03% | 486 |
|
|
2013
Q3 | $268K | Sell |
5,816
-762
| -12% | -$35.1K | 0.04% | 414 |
|
|
2013
Q2 | $317K | Buy |
+6,578
| New | +$317K | 0.05% | 358 |
|