AWM
Able Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
3,690
+43
| +1% | +$4.3K | 0.19% | 74 |
|
|
2025
Q1 | $403K | Hold |
3,647
| – | – | 0.24% | 68 |
|
|
2024
Q4 | $325K | Buy |
3,647
+24
| +0.7% | +$2.14K | 0.21% | 69 |
|
|
2024
Q3 | $377K | Hold |
3,623
| – | – | 0.29% | 59 |
|
|
2024
Q2 | $324K | Hold |
3,623
| – | – | 0.27% | 58 |
|
|
2024
Q1 | $329K | Sell |
3,623
-1
| -0% | -$91 | 0.29% | 56 |
|
|
2023
Q4 | $330K | Buy |
+3,624
| New | +$330K | 0.3% | 53 |
|