Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$89.3K | – | 1187 |
|
|
2024
Q4 | $89.3K | Buy |
1,000
+5
| +0.5% | +$446 | ﹤0.01% | 938 |
|
|
2024
Q3 | $104K | Sell |
995
-98
| -9% | -$10.2K | ﹤0.01% | 877 |
|
|
2024
Q2 | $97.7K | Sell |
1,093
-2,875
| -72% | -$257K | ﹤0.01% | 870 |
|
|
2024
Q1 | $360K | Buy |
3,968
+3,922
| +8,526% | +$356K | 0.02% | 536 |
|
|
2023
Q4 | $4.18K | Sell |
46
-425
| -90% | -$38.7K | ﹤0.01% | 1194 |
|
|
2023
Q3 | $40.3K | Sell |
471
-6
| -1% | -$513 | ﹤0.01% | 801 |
|
|
2023
Q2 | $43.2K | Buy |
477
+2
| +0.4% | +$181 | ﹤0.01% | 797 |
|
|
2023
Q1 | $45.5K | Buy |
+475
| New | +$45.5K | ﹤0.01% | 790 |
|
|
2021
Q1 | – | Sell |
-101
| Closed | -$7K | – | 1036 |
|
|
2020
Q4 | $7K | Buy |
101
+91
| +910% | +$6.31K | ﹤0.01% | 752 |
|
|
2020
Q3 | $0 | Sell |
10
-166
| -94% | – | ﹤0.01% | 948 |
|
|
2020
Q2 | $12K | Buy |
176
+166
| +1,660% | +$11.3K | ﹤0.01% | 641 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 805 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 805 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 801 |
|
|
2019
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 774 |
|
|
2018
Q2 | – | Sell |
-11
| Closed | -$1K | – | 801 |
|
|
2018
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 723 |
|
|
2017
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 727 |
|