CPA
Clear Perspective Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-600
| Closed | -$47K | – | 220 |
|
|
2018
Q2 | $47K | Hold |
600
| – | – | 0.03% | 257 |
|
|
2018
Q1 | $47K | Hold |
600
| – | – | 0.04% | 246 |
|
|
2017
Q4 | $51K | Sell |
600
-13
| -2% | -$1.11K | 0.04% | 231 |
|
|
2017
Q3 | $49K | Buy |
613
+13
| +2% | +$1.04K | 0.04% | 234 |
|
|
2017
Q2 | $48K | Sell |
600
-200
| -25% | -$16K | 0.04% | 219 |
|
|
2017
Q1 | $62K | Hold |
800
| – | – | 0.04% | 198 |
|
|
2016
Q4 | $59K | Buy |
+800
| New | +$59K | 0.04% | 192 |
|