Diversified Portfolios Inc’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,410
| Closed | -$325K | – | 136 |
|
|
2022
Q4 | $325K | Sell |
3,410
-373
| -10% | -$35.6K | 0.07% | 106 |
|
|
2022
Q3 | $324K | Sell |
3,783
-595
| -14% | -$51K | 0.09% | 104 |
|
|
2022
Q2 | $416K | Hold |
4,378
| – | – | 0.12% | 83 |
|
|
2022
Q1 | $415K | Buy |
4,378
+878
| +25% | +$83.2K | 0.1% | 95 |
|
|
2021
Q4 | $299K | Buy |
+3,500
| New | +$299K | 0.07% | 111 |
|