YorkBridge Wealth Partners’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $681K | Buy |
10,697
+12
| +0.1% | +$763 | 0.17% | 106 |
|
|
2022
Q3 | $605K | Buy |
10,685
+724
| +7% | +$41K | 0.16% | 110 |
|
|
2022
Q2 | $630K | Sell |
9,961
-17
| -0.2% | -$1.08K | 0.16% | 109 |
|
|
2022
Q1 | $699K | Sell |
9,978
-211
| -2% | -$14.8K | 0.15% | 112 |
|
|
2021
Q4 | $695K | Sell |
10,189
-480
| -4% | -$32.7K | 0.16% | 112 |
|
|
2021
Q3 | $592K | Buy |
10,669
+2,226
| +26% | +$124K | 0.15% | 114 |
|
|
2021
Q2 | $488K | Buy |
8,443
+785
| +10% | +$45.4K | 0.13% | 129 |
|
|
2021
Q1 | $449K | Buy |
7,658
+2,695
| +54% | +$158K | 0.13% | 126 |
|
|
2020
Q4 | $312K | Sell |
4,963
-208
| -4% | -$13.1K | 0.1% | 144 |
|
|
2020
Q3 | $263K | Buy |
5,171
+72
| +1% | +$3.66K | 0.11% | 149 |
|
|
2020
Q2 | $277K | Buy |
5,099
+1,144
| +29% | +$62.1K | 0.13% | 139 |
|
|
2020
Q1 | $217K | Buy |
3,955
+1,155
| +41% | +$63.4K | 0.13% | 146 |
|
|
2019
Q4 | $211K | Buy |
+2,800
| New | +$211K | 0.1% | 179 |
|