Advocacy Wealth Management Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-600
| Closed | -$46K | – | 147 |
|
|
2018
Q4 | $46K | Hold |
600
| – | – | 0.03% | 40 |
|
|
2018
Q3 | $46K | Hold |
600
| – | – | 0.03% | 44 |
|
|
2018
Q2 | $47K | Hold |
600
| – | – | 0.03% | 41 |
|
|
2018
Q1 | $47K | Hold |
600
| – | – | 0.03% | 40 |
|
|
2017
Q4 | $51K | Sell |
600
-325
| -35% | -$27.6K | 0.04% | 47 |
|
|
2017
Q3 | $75K | Hold |
925
| – | – | 0.03% | 51 |
|
|
2017
Q2 | $75K | Hold |
925
| – | – | 0.03% | 59 |
|
|
2017
Q1 | $72K | Hold |
925
| – | – | 0.03% | 60 |
|
|
2016
Q4 | $68K | Hold |
925
| – | – | 0.02% | 59 |
|
|
2016
Q3 | $70K | Hold |
925
| – | – | 0.03% | 93 |
|
|
2016
Q2 | $74K | Sell |
925
-100
| -10% | -$8K | 0.04% | 118 |
|
|
2016
Q1 | $79K | Hold |
1,025
| – | – | 0.05% | 146 |
|
|
2015
Q4 | $66K | Buy |
+1,025
| New | +$66K | 0.07% | 144 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | 0.02% | 240 |
|
|
2013
Q2 | $6K | Buy |
+100
| New | +$6K | 0.02% | 200 |
|