Accel Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-201
| Closed | -$19.3K | – | 359 |
|
|
2023
Q1 | $19.3K | Hold |
201
| – | – | 0.01% | 728 |
|
|
2022
Q4 | $19.1K | Buy |
201
+1
| +0.5% | +$95 | 0.01% | 568 |
|
|
2022
Q3 | $18K | Hold |
200
| – | – | 0.01% | 586 |
|
|
2022
Q2 | $19K | Buy |
200
+1
| +0.5% | +$95 | 0.01% | 554 |
|
|
2022
Q1 | $19K | Buy |
199
+113
| +131% | +$10.8K | 0.01% | 573 |
|
|
2021
Q4 | $7K | Sell |
86
-34
| -28% | -$2.77K | ﹤0.01% | 759 |
|
|
2021
Q3 | $9K | Sell |
120
-88
| -42% | -$6.6K | 0.01% | 661 |
|
|
2021
Q2 | $15K | Hold |
208
| – | – | 0.01% | 605 |
|
|
2021
Q1 | $16K | Buy |
208
+1
| +0.5% | +$77 | 0.01% | 557 |
|
|
2020
Q4 | $15K | Buy |
+207
| New | +$15K | 0.01% | 550 |
|