CFA
Compass Financial Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,152
| Closed | -$589K | – | 26 |
|
|
2023
Q1 | $589K | Hold |
6,152
| – | – | 0.75% | 46 |
|
|
2022
Q4 | $586K | Hold |
6,152
| – | – | 0.79% | 40 |
|
|
2022
Q3 | $528K | Hold |
6,152
| – | – | 0.78% | 43 |
|
|
2022
Q2 | $585K | Hold |
6,152
| – | – | 0.8% | 42 |
|
|
2022
Q1 | $582K | Hold |
6,152
| – | – | 0.64% | 52 |
|
|
2021
Q4 | $525K | Buy |
+6,152
| New | +$525K | 0.58% | 66 |
|