Balboa Wealth Partners’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 | $354K | Buy |
3,528
+1,242
| +54% | +$125K | 0.07% | 216 |
|
|
2025
Q1 | $253K | Buy |
2,286
+33
| +1% | +$3.65K | 0.06% | 222 |
|
|
2024
Q4 | $201K | Buy |
2,253
+2
| +0.1% | +$178 | 0.05% | 277 |
|
|
2024
Q3 | $234K | Buy |
2,251
+2
| +0.1% | +$208 | 0.06% | 238 |
|
|
2024
Q2 | $201K | Buy |
2,249
+1
| +0% | +$89 | 0.05% | 255 |
|
|
2024
Q1 | $204K | Hold |
2,248
| – | – | 0.06% | 226 |
|
|
2023
Q4 | $205K | Buy |
+2,248
| New | +$205K | 0.07% | 211 |
|
|
2023
Q3 | – | Sell |
-2,269
| Closed | -$205K | – | 289 |
|
|
2023
Q2 | $205K | Buy |
2,269
+22
| +1% | +$1.99K | 0.07% | 226 |
|
|
2023
Q1 | $215K | Hold |
2,247
| – | – | 0.08% | 214 |
|
|
2022
Q4 | $214K | Buy |
+2,247
| New | +$214K | 0.1% | 202 |
|