Zimmermann Investment Management & Planning’s Edison International EIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,321
Closed -$376K 137
2024
Q1
$376K Buy
5,321
+1,490
+39% +$105K 0.14% 99
2023
Q4
$274K Buy
+3,831
New +$274K 0.11% 101