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 |
|