Planning Capital Management Corporation’s Edison International EIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$801 Sell
9
-29
-76% -$2.35K ﹤0.01% 641
2024
Q2
$2.74K Hold
38
﹤0.01% 509
2024
Q1
$2.69K Buy
38
+9
+31% +$615 ﹤0.01% 539
2023
Q4
$2.07K Buy
+29
New +$1.91K ﹤0.01% 556

Other funds holding EIX

Planning Capital Management Corporation's EIX Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Edison International (EIX) stake by 76% in Q3 2024, selling an estimated $2.35K and leaving 9 shares worth $801. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Planning Capital Management Corporation first reported a position in EIX in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.74K in Q2 2024. 875 funds tracked by Wall St. Rank hold EIX as of Q3 2024.

  • Planning Capital Management Corporation held 9 shares of Edison International worth $801 as of Q3 2024.
  • Planning Capital Management Corporation sold 29 Edison International shares in Q3 2024, an estimated $2.35K.
  • Edison International made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #641 holding.
  • Planning Capital Management Corporation first reported a position in Edison International in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Edison International position peaked at $2.74K in Q2 2024.
  • 875 funds tracked by Wall St. Rank held Edison International as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.