CPA
Clear Point Advisors’s Consolidated Edison ED Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1M | Buy |
9,969
+3
| +0% | +$301 | 0.84% | 32 |
|
2025
Q1 | $1.1M | Buy |
9,966
+3
| +0% | +$332 | 0.99% | 27 |
|
2024
Q4 | $889K | Buy |
9,963
+3
| +0% | +$268 | 0.76% | 36 |
|
2024
Q3 | $1.04M | Buy |
9,960
+3
| +0% | +$312 | 0.8% | 31 |
|
2024
Q2 | $890K | Buy |
9,957
+3
| +0% | +$268 | 0.73% | 34 |
|
2024
Q1 | $904K | Buy |
9,954
+32
| +0.3% | +$2.91K | 0.74% | 36 |
|
2023
Q4 | $903K | Buy |
+9,922
| New | +$903K | 0.8% | 33 |
|