Delos Wealth Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$17.8K | – | 355 |
|
|
2023
Q3 | $17.8K | Hold |
200
| – | – | 0.02% | 111 |
|
|
2023
Q2 | $18.1K | Hold |
200
| – | – | 0.02% | 100 |
|
|
2023
Q1 | $19.1K | Hold |
200
| – | – | 0.02% | 100 |
|
|
2022
Q4 | $19.1K | Hold |
200
| – | – | 0.03% | 97 |
|
|
2022
Q3 | $17K | Hold |
200
| – | – | 0.02% | 97 |
|
|
2022
Q2 | $19K | Hold |
200
| – | – | 0.02% | 91 |
|
|
2022
Q1 | $19K | Hold |
200
| – | – | 0.02% | 117 |
|
|
2021
Q4 | $17K | Buy |
+200
| New | +$17K | 0.02% | 142 |
|