Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $67K | Hold |
795
| – | – | 0.04% | 76 |
|
|
2018
Q4 | $62K | Hold |
795
| – | – | 0.04% | 62 |
|
|
2018
Q3 | $61K | Hold |
795
| – | – | 0.03% | 73 |
|
|
2018
Q2 | $63K | Buy |
795
+400
| +101% | +$31.7K | 0.03% | 68 |
|
|
2018
Q1 | $31K | Hold |
395
| – | – | 0.02% | 97 |
|
|
2017
Q4 | $34K | Hold |
395
| – | – | 0.02% | 96 |
|
|
2017
Q3 | $32K | Hold |
395
| – | – | 0.02% | 97 |
|
|
2017
Q2 | $32K | Hold |
395
| – | – | 0.02% | 101 |
|
|
2017
Q1 | $31K | Hold |
395
| – | – | 0.02% | 100 |
|
|
2016
Q4 | $29K | Hold |
395
| – | – | 0.02% | 88 |
|
|
2016
Q3 | $29K | Hold |
395
| – | – | 0.02% | 85 |
|
|
2016
Q2 | $32K | Hold |
395
| – | – | 0.04% | 55 |
|
|
2016
Q1 | $30K | Hold |
395
| – | – | 0.03% | 60 |
|
|
2015
Q4 | $25K | Hold |
395
| – | – | 0.02% | 66 |
|
|
2015
Q3 | $26K | Hold |
395
| – | – | 0.03% | 65 |
|
|
2015
Q2 | $23K | Hold |
395
| – | – | 0.02% | 86 |
|
|
2015
Q1 | $24K | Hold |
395
| – | – | 0.02% | 74 |
|
|
2014
Q4 | $26K | Buy |
+395
| New | +$26K | 0.02% | 61 |
|