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Amplius Wealth Advisors’s Consolidated Edison ED Stock Holding History

Amplius Wealth Advisors’s Portfolio ED Stock Details ED Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Sell
2,394
-8
-0.3% -$803 0.02% 182
2025
Q1 		$266K Buy
+2,402
New +$266K 0.03% 149
2022
Q1 		– Sell
-733
Closed -$62K – 378
2021
Q4 		$62K Buy
+733
New +$62K 0.01% 301