David J. Yvars Group’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $869K | Buy |
7,852
+11
| +0.1% | +$1.2K | 0.41% | 36 |
|
|
2026
Q1 | $887K | Sell |
7,841
-174
| -2% | -$18.8K | 0.5% | 30 |
|
|
2025
Q4 | $796K | Buy |
8,015
+113
| +1% | +$11.2K | 0.42% | 32 |
|
|
2025
Q3 | $794K | Buy |
7,902
+12
| +0.2% | +$1.2K | 0.43% | 32 |
|
|
2025
Q2 | $792K | Hold |
7,890
| – | – | 0.46% | 31 |
|
|
2025
Q1 | $873K | Buy |
7,890
+11
| +0.1% | +$1.08K | 0.69% | 23 |
|
|
2024
Q4 | $703K | Sell |
7,879
-758
| -9% | -$74.6K | 0.43% | 35 |
|
|
2024
Q3 | $899K | Buy |
8,637
+11
| +0.1% | +$1.09K | 0.56% | 32 |
|
|
2024
Q2 | $771K | Buy |
8,626
+12
| +0.1% | +$1.11K | 0.48% | 33 |
|
|
2024
Q1 | $782K | Sell |
8,614
-48
| -0.6% | -$4.3K | 0.53% | 32 |
|
|
2023
Q4 | $788K | Sell |
8,662
-39
| -0.4% | -$3.48K | 0.63% | 26 |
|
|
2023
Q3 | $744K | Buy |
8,701
+12
| +0.1% | +$1.09K | 0.62% | 29 |
|
|
2023
Q2 | $785K | Buy |
8,689
+11
| +0.1% | +$1.05K | 0.65% | 27 |
|
|
2023
Q1 | $830K | Buy |
8,678
+57
| +0.7% | +$5.34K | 0.75% | 28 |
|
|
2022
Q4 | $822K | Buy |
8,621
+10
| +0.1% | +$910 | 1.03% | 21 |
|
|
2022
Q3 | $738K | Buy |
8,611
+3,510
| +69% | +$339K | 0.82% | 25 |
|
|
2022
Q2 | $496K | Buy |
5,101
+11
| +0.2% | +$1.05K | 0.67% | 26 |
|
|
2022
Q1 | $482K | Sell |
5,090
-6,108
| -55% | -$528K | 0.34% | 44 |
|
|
2021
Q4 | $955K | Sell |
11,198
-939
| -8% | -$73.8K | 0.59% | 26 |
|
|
2021
Q3 | $870K | Buy |
12,137
+13
| +0.1% | +$971 | 0.51% | 32 |
|
|
2021
Q2 | $870K | Buy |
12,124
+12
| +0.1% | +$921 | 0.49% | 33 |
|
|
2021
Q1 | $906K | Buy |
12,112
+14
| +0.1% | +$985 | 0.58% | 30 |
|
|
2020
Q4 | $873K | Buy |
+12,098
| New | +$940K | 0.59% | 26 |
|
Other funds holding ED
QCM
PTPFOECYE
WCM
TA
CNB
RT
P
EA