Cassady Schiller Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.43K | Buy |
72
+20
| +38% | +$1.79K | ﹤0.01% | 382 |
|
|
2024
Q3 | $5.42K | Hold |
52
| – | – | ﹤0.01% | 345 |
|
|
2024
Q2 | $4.65K | Hold |
52
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $4.72K | Sell |
52
-144
| -73% | -$13.1K | ﹤0.01% | 374 |
|
|
2023
Q4 | $17.8K | Hold |
196
| – | – | 0.01% | 287 |
|
|
2023
Q3 | $16.8K | Hold |
196
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $17.7K | Buy |
+196
| New | +$17.7K | 0.01% | 290 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$1K | – | 251 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 446 |
|