9258 Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $478K | Hold |
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|
2024
Q2 | $410K | Hold |
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|
2024
Q1 | $417K | Hold |
|
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|
2023
Q4 | $417K | Hold |
|
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|
2023
Q3 | $392K | Hold |
|
|||||
|
2023
Q2 | $415K | Hold |
|
|||||
|
2023
Q1 | $439K | Hold |
|
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|
2022
Q4 | $437K | Hold |
|
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|
2022
Q3 | $393K | Hold |
|
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|
2022
Q2 | $436K | Hold |
|
|||||
|
2022
Q1 | $434K | Hold |
|
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|
2021
Q4 | $391K | Hold |
|
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|
2021
Q3 | $333K | Hold |
|
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|
2021
Q2 | $329K | Hold |
|
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|
2021
Q1 | $343K | Hold |
|
|||||
|
2020
Q4 | $332K | Hold |
|
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|
2020
Q3 | $360K | Hold |
|
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|
2020
Q2 | $330K | Hold |
|
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|
2020
Q1 | $379K | Hold |
|
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|
2019
Q4 | $415K | Buy |
|