Clearview Wealth Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-927
| Closed | -$83.8K | – | 258 |
|
|
2023
Q2 | $83.8K | Sell |
927
-70
| -7% | -$6.33K | 0.09% | 157 |
|
|
2023
Q1 | $95.4K | Buy |
997
+9
| +0.9% | +$861 | 0.1% | 149 |
|
|
2022
Q4 | $94.2K | Buy |
988
+6
| +0.6% | +$572 | 0.07% | 123 |
|
|
2022
Q3 | $84K | Sell |
982
-68
| -6% | -$5.82K | 0.07% | 129 |
|
|
2022
Q2 | $100K | Sell |
1,050
-228
| -18% | -$21.7K | 0.07% | 124 |
|
|
2022
Q1 | $121K | Buy |
1,278
+7
| +0.6% | +$663 | 0.08% | 123 |
|
|
2021
Q4 | $108K | Buy |
1,271
+8
| +0.6% | +$680 | 0.07% | 149 |
|
|
2021
Q3 | $92K | Buy |
1,263
+163
| +15% | +$11.9K | 0.06% | 168 |
|
|
2021
Q2 | $79K | Sell |
1,100
-14
| -1% | -$1.01K | 0.05% | 191 |
|
|
2021
Q1 | $83K | Buy |
1,114
+98
| +10% | +$7.3K | 0.05% | 179 |
|
|
2020
Q4 | $73K | Buy |
+1,016
| New | +$73K | 0.05% | 164 |
|