BWM
BerganKDV Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.53K | Hold |
28
| – | – | ﹤0.01% | 671 |
|
|
2023
Q1 | $2.68K | Hold |
28
| – | – | ﹤0.01% | 788 |
|
|
2022
Q4 | $2.67K | Hold |
28
| – | – | ﹤0.01% | 767 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 797 |
|
|
2022
Q2 | $3K | Sell |
28
-5
| -15% | -$536 | ﹤0.01% | 763 |
|
|
2022
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 795 |
|
|
2021
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 854 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 870 |
|
|
2021
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 804 |
|
|
2021
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 770 |
|
|
2020
Q4 | $2K | Buy |
33
+16
| +94% | +$970 | ﹤0.01% | 767 |
|
|
2020
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 784 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$5K | – | 939 |
|
|
2019
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 614 |
|
|
2019
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 556 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 605 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 608 |
|
|
2018
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 560 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 546 |
|
|
2018
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 567 |
|