Confluence Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $218K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $218K | Hold |
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|
2019
Q2 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $221K | Hold |
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|
2017
Q2 | $221K | Hold |
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|
2017
Q1 | $212K | Hold |
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|
2016
Q4 | $201K | Hold |
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|
2016
Q3 | $206K | Buy |
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