B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $515 | Buy |
5,413
+553
| +11% | +$53 | ﹤0.01% | 407 |
|
|
2022
Q1 | $460K | Buy |
+4,860
| New | +$460K | 0.04% | 349 |
|
|
2020
Q2 | – | Sell |
-4,085
| Closed | -$319K | – | 459 |
|
|
2020
Q1 | $319K | Buy |
+4,085
| New | +$319K | 0.03% | 343 |
|
|
2015
Q3 | – | Sell |
-1,864
| Closed | -$107K | – | 301 |
|
|
2015
Q2 | $107K | Sell |
1,864
-243
| -12% | -$13.9K | 0.09% | 261 |
|
|
2015
Q1 | $128K | Sell |
2,107
-14
| -0.7% | -$850 | 0.1% | 242 |
|
|
2014
Q4 | $139K | Sell |
2,121
-138
| -6% | -$9.04K | 0.11% | 213 |
|
|
2014
Q3 | $127K | Buy |
2,259
+21
| +0.9% | +$1.18K | 0.09% | 255 |
|
|
2014
Q2 | $129K | Sell |
2,238
-80
| -3% | -$4.61K | 0.08% | 291 |
|
|
2014
Q1 | $124K | Buy |
+2,318
| New | +$124K | 0.09% | 269 |
|