BPWA
Beacon Pointe Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,236
| Closed | -$496K | – | 275 |
|
|
2019
Q3 | $496K | Buy |
5,236
+797
| +18% | +$75.5K | 0.1% | 158 |
|
|
2019
Q2 | $390K | Sell |
4,439
-980
| -18% | -$86.1K | 0.08% | 186 |
|
|
2019
Q1 | $459K | Sell |
5,419
-235
| -4% | -$19.9K | 0.1% | 162 |
|
|
2018
Q4 | $433K | Buy |
+5,654
| New | +$433K | 0.16% | 137 |
|