CWM
Campbell Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $310K | Buy |
+3,479
| New | +$310K | 0.03% | 68 |
|
|
2024
Q2 | – | Sell |
-3,469
| Closed | -$315K | – | 56 |
|
|
2024
Q1 | $315K | Buy |
+3,469
| New | +$315K | 0.03% | 62 |
|
|
2023
Q4 | – | Sell |
-3,462
| Closed | -$296K | – | 65 |
|
|
2023
Q3 | $296K | Buy |
3,462
+3
| +0.1% | +$256 | 0.04% | 52 |
|
|
2023
Q2 | $313K | Hold |
3,459
| – | – | 0.04% | 51 |
|
|
2023
Q1 | $331K | Buy |
3,459
+3
| +0.1% | +$287 | 0.04% | 46 |
|
|
2022
Q4 | $329K | Buy |
3,456
+3
| +0.1% | +$286 | 0.05% | 47 |
|
|
2022
Q3 | $296K | Buy |
3,453
+239
| +7% | +$20.5K | 0.04% | 48 |
|
|
2022
Q2 | $306K | Sell |
3,214
-232
| -7% | -$22.1K | 0.04% | 35 |
|
|
2022
Q1 | $326K | Buy |
3,446
+3
| +0.1% | +$284 | 0.04% | 47 |
|
|
2021
Q4 | $294K | Buy |
3,443
+3
| +0.1% | +$256 | 0.03% | 57 |
|
|
2021
Q3 | $250K | Buy |
3,440
+4
| +0.1% | +$291 | 0.03% | 61 |
|
|
2021
Q2 | $246K | Buy |
3,436
+3
| +0.1% | +$215 | 0.03% | 56 |
|
|
2021
Q1 | $257K | Buy |
3,433
+4
| +0.1% | +$299 | 0.04% | 52 |
|
|
2020
Q4 | $248K | Buy |
3,429
+3
| +0.1% | +$217 | 0.04% | 51 |
|
|
2020
Q3 | $267K | Buy |
3,426
+4
| +0.1% | +$312 | 0.04% | 42 |
|
|
2020
Q2 | $246K | Buy |
3,422
+3
| +0.1% | +$216 | 0.04% | 41 |
|
|
2020
Q1 | $267K | Buy |
3,419
+3
| +0.1% | +$234 | 0.06% | 35 |
|
|
2019
Q4 | $309K | Buy |
3,416
+3
| +0.1% | +$271 | 0.06% | 42 |
|
|
2019
Q3 | $322K | Buy |
3,413
+2
| +0.1% | +$189 | 0.07% | 41 |
|
|
2019
Q2 | $299K | Buy |
3,411
+3
| +0.1% | +$263 | 0.07% | 42 |
|
|
2019
Q1 | $289K | Sell |
3,408
-97
| -3% | -$8.23K | 0.08% | 39 |
|
|
2018
Q4 | $268K | Buy |
+3,505
| New | +$268K | 0.08% | 36 |
|