Berman Capital Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $59K | Buy |
820
+245
| +43% | +$17.6K | 0.01% | 609 |
|
2021
Q2 | $41K | Buy |
575
+16
| +3% | +$1.14K | 0.01% | 653 |
|
2021
Q1 | $41K | Sell |
559
-4
| -0.7% | -$293 | 0.01% | 547 |
|
2020
Q4 | $40K | Buy |
563
+46
| +9% | +$3.27K | 0.01% | 466 |
|
2020
Q3 | $39K | Buy |
517
+207
| +67% | +$15.6K | 0.01% | 410 |
|
2020
Q2 | $21K | Sell |
310
-69
| -18% | -$4.67K | 0.01% | 530 |
|
2020
Q1 | $29K | Buy |
379
+190
| +101% | +$14.5K | 0.01% | 399 |
|
2019
Q4 | $17K | Buy |
189
+1
| +0.5% | +$90 | ﹤0.01% | 577 |
|
2019
Q3 | $17K | Hold |
188
| – | – | 0.01% | 552 |
|
2019
Q2 | $16K | Hold |
188
| – | – | 0.01% | 574 |
|
2019
Q1 | $15K | Buy |
188
+18
| +11% | +$1.44K | 0.01% | 527 |
|
2018
Q4 | $12K | Buy |
+170
| New | +$12K | ﹤0.01% | 475 |
|