BWS
Buck Wealth Strategies’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,367
| Closed | -$747K | – | 125 |
|
|
2024
Q4 | $747K | Buy |
8,367
+3,430
| +69% | +$306K | 0.16% | 59 |
|
|
2024
Q3 | $514K | Sell |
4,937
-2,307
| -32% | -$240K | 0.16% | 49 |
|
|
2024
Q2 | $648K | Sell |
7,244
-68,965
| -90% | -$6.17M | 0.19% | 52 |
|
|
2024
Q1 | $6.92M | Buy |
76,209
+70,086
| +1,145% | +$6.36M | 2.38% | 15 |
|
|
2023
Q4 | $557K | Sell |
6,123
-213
| -3% | -$19.4K | 0.21% | 50 |
|
|
2023
Q3 | $542K | Buy |
6,336
+5,664
| +843% | +$484K | 0.22% | 51 |
|
|
2023
Q2 | $60.7K | Buy |
+672
| New | +$60.7K | 0.03% | 76 |
|
|
2022
Q3 | $203K | Buy |
+2,378
| New | +$203K | 0.1% | 55 |
|