Annex Advisory Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,818
| Closed | -$201K | – | 329 |
|
|
2025
Q1 | $201K | Buy |
+1,818
| New | +$201K | 0.01% | 299 |
|
|
2024
Q2 | – | Sell |
-2,221
| Closed | -$202K | – | 292 |
|
|
2024
Q1 | $202K | Sell |
2,221
-200
| -8% | -$18.2K | 0.01% | 272 |
|
|
2023
Q4 | $220K | Sell |
2,421
-350
| -13% | -$31.8K | 0.01% | 248 |
|
|
2023
Q3 | $237K | Buy |
+2,771
| New | +$237K | 0.01% | 225 |
|