Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-583
| Closed | -$44K | – | 184 |
|
|
2021
Q1 | $44K | Buy |
583
+300
| +106% | +$22.6K | 0.03% | 197 |
|
|
2020
Q4 | $20K | Sell |
283
-300
| -51% | -$21.2K | 0.01% | 259 |
|
|
2020
Q3 | $45K | Sell |
583
-159
| -21% | -$12.3K | 0.04% | 191 |
|
|
2020
Q2 | $53K | Sell |
742
-6,670
| -90% | -$476K | 0.04% | 193 |
|
|
2020
Q1 | $58K | Buy |
7,412
+6,671
| +900% | +$52.2K | 0.05% | 168 |
|
|
2019
Q4 | $67K | Buy |
+741
| New | +$67K | 0.05% | 185 |
|