DFPG Investments’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 | $593K | Sell |
6,377
-251
| -4% | -$23.3K | 0.05% | 354 |
|
|
2023
Q3 | $592K | Sell |
6,628
-875
| -12% | -$78.1K | 0.06% | 309 |
|
|
2023
Q2 | $701K | Sell |
7,503
-8,766
| -54% | -$820K | 0.06% | 302 |
|
|
2023
Q1 | $1.56M | Buy |
16,269
+9,385
| +136% | +$898K | 0.17% | 133 |
|
|
2022
Q4 | $679K | Buy |
+6,884
| New | +$679K | 0.11% | 207 |
|