Altium 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
2022
Q2
$1.21M Buy
12,749
+1,429
+13% +$136K 0.09% 139
2022
Q1
$1.07M Buy
11,320
+738
+7% +$69.9K 0.07% 149
2021
Q4
$903K Buy
10,582
+2,932
+38% +$250K 0.06% 164
2021
Q3
$555K Buy
7,650
+1,060
+16% +$76.9K 0.04% 212
2021
Q2
$473K Buy
6,590
+1,228
+23% +$88.1K 0.03% 242
2021
Q1
$401K Buy
+5,362
New +$401K 0.03% 258