CreativeOne Wealth’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
6,733
-313
| -4% | -$31.4K | 0.02% | 656 |
|
|
2025
Q1 | $779K | Buy |
7,046
+2,106
| +43% | +$233K | 0.02% | 559 |
|
|
2024
Q4 | $441K | Buy |
4,940
+1,525
| +45% | +$136K | 0.01% | 735 |
|
|
2024
Q3 | $356K | Buy |
3,415
+363
| +12% | +$37.8K | 0.01% | 732 |
|
|
2024
Q2 | $273K | Sell |
3,052
-891
| -23% | -$79.7K | 0.01% | 643 |
|
|
2024
Q1 | $358K | Buy |
3,943
+1,100
| +39% | +$99.9K | 0.01% | 672 |
|
|
2023
Q4 | $258K | Buy |
+2,843
| New | +$258K | 0.02% | 547 |
|
|
2023
Q3 | – | Sell |
-2,410
| Closed | -$218K | – | 651 |
|
|
2023
Q2 | $218K | Buy |
+2,410
| New | +$218K | 0.01% | 758 |
|
|
2022
Q2 | – | Sell |
-2,660
| Closed | -$252K | – | 734 |
|
|
2022
Q1 | $252K | Sell |
2,660
-414
| -13% | -$39.2K | 0.01% | 630 |
|
|
2021
Q4 | $262K | Buy |
+3,074
| New | +$262K | 0.01% | 629 |
|