CTWM
Cherry Tree 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 |
-40
| Closed | -$4.42K | – | 641 |
|
|
2025
Q1 | $4.42K | Hold |
40
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $3.57K | Buy |
40
+7
| +21% | +$625 | ﹤0.01% | 503 |
|
|
2024
Q3 | $3.44K | Hold |
33
| – | – | ﹤0.01% | 506 |
|
|
2024
Q2 | $2.95K | Buy |
+33
| New | +$2.95K | ﹤0.01% | 493 |
|