CWM
C2C Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,982
| Closed | -$219K | – | 84 |
|
|
2025
Q1 | $219K | Buy |
+1,982
| New | +$219K | 0.21% | 79 |
|
|
2024
Q4 | – | Sell |
-1,982
| Closed | -$202K | – | 88 |
|
|
2024
Q3 | $202K | Buy |
+1,982
| New | +$202K | 0.19% | 83 |
|
|
2023
Q3 | – | Sell |
-2,182
| Closed | -$202K | – | 239 |
|
|
2023
Q2 | $202K | Hold |
2,182
| – | – | 0.03% | 234 |
|
|
2023
Q1 | $215K | Hold |
2,182
| – | – | 0.03% | 221 |
|
|
2022
Q4 | $202K | Buy |
+2,182
| New | +$202K | 0.04% | 162 |
|
|
2022
Q3 | – | Sell |
-2,182
| Closed | -$201K | – | 179 |
|
|
2022
Q2 | $201K | Hold |
2,182
| – | – | 0.04% | 177 |
|
|
2022
Q1 | $216K | Buy |
+2,182
| New | +$216K | 0.04% | 189 |
|