Daymark Wealth Partners’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 | $398K | Buy |
3,968
+128
| +3% | +$12.8K | 0.02% | 397 |
|
|
2025
Q1 | $425K | Buy |
3,840
+11
| +0.3% | +$1.22K | 0.02% | 356 |
|
|
2024
Q4 | $342K | Buy |
3,829
+144
| +4% | +$12.8K | 0.01% | 385 |
|
|
2024
Q3 | $384K | Buy |
3,685
+91
| +3% | +$9.48K | 0.02% | 384 |
|
|
2024
Q2 | $321K | Buy |
3,594
+1,342
| +60% | +$120K | 0.01% | 390 |
|
|
2024
Q1 | $205K | Hold |
2,252
| – | – | 0.01% | 414 |
|
|
2023
Q4 | $205K | Buy |
+2,252
| New | +$205K | 0.01% | 382 |
|