Brandywine Oak Private Wealth’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,114
| Closed | -$202K | – | 244 |
|
|
2023
Q1 | $202K | Hold |
2,114
| – | – | 0.02% | 244 |
|
|
2022
Q4 | $201K | Buy |
+2,114
| New | +$201K | 0.03% | 242 |
|
|
2022
Q3 | – | Sell |
-2,113
| Closed | -$200K | – | 302 |
|
|
2022
Q2 | $200K | Hold |
2,113
| – | – | 0.03% | 309 |
|
|
2022
Q1 | $200K | Buy |
+2,113
| New | +$200K | 0.02% | 335 |
|
|
2019
Q1 | – | Sell |
-1,314
| Closed | -$100K | – | 318 |
|
|
2018
Q4 | $100K | Buy |
+1,314
| New | +$100K | 0.02% | 272 |
|