BFA
Brendel Financial Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
4,127
-1,870
| -31% | -$188K | 0.23% | 66 |
|
|
2025
Q1 | $663K | Hold |
5,997
| – | – | 0.4% | 56 |
|
|
2024
Q4 | $535K | Hold |
5,997
| – | – | 0.32% | 62 |
|
|
2024
Q3 | $624K | Hold |
5,997
| – | – | 0.35% | 60 |
|
|
2024
Q2 | $536K | Buy |
+5,997
| New | +$536K | 0.34% | 63 |
|
|
2024
Q1 | – | Sell |
-5,997
| Closed | -$546K | – | 72 |
|
|
2023
Q4 | $546K | Buy |
+5,997
| New | +$546K | 0.36% | 61 |
|
|
2023
Q2 | – | Sell |
-6,456
| Closed | -$618K | – | 66 |
|
|
2023
Q1 | $618K | Buy |
+6,456
| New | +$618K | 0.46% | 55 |
|
|
2022
Q3 | – | Sell |
-21,931
| Closed | -$2.09M | – | 62 |
|
|
2022
Q2 | $2.09M | Buy |
21,931
+15,726
| +253% | +$1.5M | 1.82% | 18 |
|
|
2022
Q1 | $587K | Hold |
6,205
| – | – | 0.32% | 68 |
|
|
2021
Q4 | $529K | Buy |
+6,205
| New | +$529K | 0.27% | 69 |
|
|
2021
Q3 | – | Sell |
-6,205
| Closed | -$445K | – | 129 |
|
|
2021
Q2 | $445K | Hold |
6,205
| – | – | 0.24% | 77 |
|
|
2021
Q1 | $464K | Sell |
6,205
-13
| -0.2% | -$972 | 0.31% | 63 |
|
|
2020
Q4 | $449K | Hold |
6,218
| – | – | 0.31% | 61 |
|
|
2020
Q3 | $484K | Sell |
6,218
-3,029
| -33% | -$236K | 0.39% | 53 |
|
|
2020
Q2 | $665K | Hold |
9,247
| – | – | 0.57% | 52 |
|
|
2020
Q1 | $721K | Hold |
9,247
| – | – | 0.85% | 40 |
|
|
2019
Q4 | $837K | Sell |
9,247
-29,696
| -76% | -$2.69M | 0.71% | 46 |
|
|
2019
Q3 | $3.68M | Buy |
38,943
+1,111
| +3% | +$105K | 3.31% | 4 |
|
|
2019
Q2 | $3.32M | Buy |
37,832
+932
| +3% | +$81.7K | 3.21% | 7 |
|
|
2019
Q1 | $3.13M | Buy |
36,900
+24,438
| +196% | +$2.07M | 2.81% | 7 |
|
|
2018
Q4 | $953K | Buy |
+12,462
| New | +$953K | 1.1% | 37 |
|