9258 Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $478K | Hold |
4,588
| – | – | 0.07% | 209 |
|
|
2024
Q2 | $410K | Hold |
4,588
| – | – | 0.06% | 223 |
|
|
2024
Q1 | $417K | Hold |
4,588
| – | – | 0.06% | 222 |
|
|
2023
Q4 | $417K | Hold |
4,588
| – | – | 0.07% | 204 |
|
|
2023
Q3 | $392K | Hold |
4,588
| – | – | 0.08% | 208 |
|
|
2023
Q2 | $415K | Hold |
4,588
| – | – | 0.08% | 206 |
|
|
2023
Q1 | $439K | Hold |
4,588
| – | – | 0.09% | 196 |
|
|
2022
Q4 | $437K | Hold |
4,588
| – | – | 0.09% | 195 |
|
|
2022
Q3 | $393K | Hold |
4,588
| – | – | 0.1% | 192 |
|
|
2022
Q2 | $436K | Hold |
4,588
| – | – | 0.11% | 192 |
|
|
2022
Q1 | $434K | Hold |
4,588
| – | – | 0.1% | 215 |
|
|
2021
Q4 | $391K | Hold |
4,588
| – | – | 0.09% | 239 |
|
|
2021
Q3 | $333K | Hold |
4,588
| – | – | 0.09% | 237 |
|
|
2021
Q2 | $329K | Hold |
4,588
| – | – | 0.09% | 241 |
|
|
2021
Q1 | $343K | Hold |
4,588
| – | – | 0.1% | 211 |
|
|
2020
Q4 | $332K | Hold |
4,588
| – | – | 0.11% | 210 |
|
|
2020
Q3 | $360K | Hold |
4,588
| – | – | 0.14% | 174 |
|
|
2020
Q2 | $330K | Hold |
4,588
| – | – | 0.13% | 184 |
|
|
2020
Q1 | $379K | Hold |
4,588
| – | – | 0.17% | 153 |
|
|
2019
Q4 | $415K | Buy |
+4,588
| New | +$415K | 0.15% | 174 |
|