AWM
Accurate Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
27,704
-1,041
| -4% | -$105K | 0.43% | 56 |
|
|
2025
Q1 | $3.16M | Sell |
28,745
-1,671
| -5% | -$184K | 0.6% | 36 |
|
|
2024
Q4 | $2.68M | Buy |
+30,416
| New | +$2.68M | 0.51% | 52 |
|
|
2023
Q1 | – | Sell |
-1,438
| Closed | -$141K | – | 576 |
|
|
2022
Q4 | $141K | Buy |
+1,438
| New | +$141K | 0.05% | 252 |
|
|
2022
Q3 | – | Sell |
-2,201
| Closed | -$209K | – | 193 |
|
|
2022
Q2 | $209K | Sell |
2,201
-70
| -3% | -$6.65K | 0.11% | 145 |
|
|
2022
Q1 | $215K | Buy |
+2,271
| New | +$215K | 0.1% | 160 |
|