APWA
Atlas Private Wealth Advisors’s Consolidated Edison ED Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-947
| Closed | -$69K | – | 309 |
|
2021
Q3 | $69K | Hold |
947
| – | – | 0.04% | 209 |
|
2021
Q2 | $68K | Hold |
947
| – | – | 0.04% | 201 |
|
2021
Q1 | $71K | Hold |
947
| – | – | 0.04% | 199 |
|
2020
Q4 | $68K | Buy |
947
+907
| +2,268% | +$65.1K | 0.05% | 186 |
|
2020
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 524 |
|
2020
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 556 |
|