BWA
BDO Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $149K | Hold |
1,646
| – | – | 0.02% | 291 |
|
|
2023
Q1 | $157K | Hold |
1,646
| – | – | 0.02% | 272 |
|
|
2022
Q4 | $157K | Hold |
1,646
| – | – | 0.02% | 282 |
|
|
2022
Q3 | $141K | Hold |
1,646
| – | – | 0.02% | 289 |
|
|
2022
Q2 | $157K | Hold |
1,646
| – | – | 0.02% | 278 |
|
|
2022
Q1 | $156K | Hold |
1,646
| – | – | 0.02% | 294 |
|
|
2021
Q4 | $140K | Buy |
1,646
+592
| +56% | +$50.4K | 0.01% | 316 |
|
|
2021
Q3 | $77K | Sell |
1,054
-621
| -37% | -$45.4K | 0.01% | 386 |
|
|
2021
Q2 | $120K | Buy |
1,675
+1,029
| +159% | +$73.7K | 0.01% | 351 |
|
|
2021
Q1 | $48K | Buy |
646
+280
| +77% | +$20.8K | 0.01% | 458 |
|
|
2020
Q4 | $26K | Hold |
366
| – | – | ﹤0.01% | 425 |
|
|
2020
Q3 | $28K | Hold |
366
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $26K | Hold |
366
| – | – | ﹤0.01% | 392 |
|
|
2020
Q1 | $29K | Hold |
366
| – | – | 0.01% | 397 |
|
|
2019
Q4 | $33K | Sell |
366
-30
| -8% | -$2.71K | 0.01% | 341 |
|
|
2019
Q3 | $37K | Hold |
396
| – | – | 0.01% | 347 |
|
|
2019
Q2 | $35K | Hold |
396
| – | – | 0.01% | 340 |
|
|
2019
Q1 | $34K | Hold |
396
| – | – | 0.01% | 322 |
|
|
2018
Q4 | $30K | Hold |
396
| – | – | 0.01% | 301 |
|
|
2018
Q3 | $30K | Hold |
396
| – | – | 0.01% | 343 |
|
|
2018
Q2 | $31K | Sell |
396
-300
| -43% | -$23.5K | 0.01% | 340 |
|
|
2018
Q1 | $54K | Sell |
696
-666
| -49% | -$51.7K | 0.02% | 238 |
|
|
2017
Q4 | $116K | Buy |
1,362
+1,332
| +4,440% | +$113K | 0.05% | 143 |
|
|
2017
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 392 |
|
|
2017
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 494 |
|