DWA
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Delap Wealth Advisory’s Consolidated Edison ED Stock Holding History

Delap Wealth Advisory’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,262
Closed -$387K – 175
2024
Q1 		$387K Buy
+4,262
New +$387K 0.16% 105