Beacon Investment Advisory Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,619
| Closed | -$277K | – | 234 |
|
|
2018
Q4 | $277K | Buy |
+3,619
| New | +$277K | 0.03% | 214 |
|
|
2018
Q3 | – | Sell |
-5,329
| Closed | -$416K | – | 258 |
|
|
2018
Q2 | $416K | Sell |
5,329
-145
| -3% | -$11.3K | 0.04% | 172 |
|
|
2018
Q1 | $427K | Sell |
5,474
-450
| -8% | -$35.1K | 0.04% | 169 |
|
|
2017
Q4 | $503K | Sell |
5,924
-205
| -3% | -$17.4K | 0.05% | 147 |
|
|
2017
Q3 | $494K | Buy |
+6,129
| New | +$494K | 0.04% | 178 |
|