Dogwood Wealth Management’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 | $386K | Buy |
3,883
+3,651
| +1,574% | +$363K | 0.19% | 80 |
|
|
2025
Q1 | $25.7K | Buy |
232
+19
| +9% | +$2.1K | 0.01% | 138 |
|
|
2024
Q4 | $19K | Buy |
213
+2
| +0.9% | +$179 | 0.01% | 156 |
|
|
2024
Q3 | $22K | Buy |
211
+1
| +0.5% | +$104 | 0.01% | 136 |
|
|
2024
Q2 | $18.8K | Buy |
210
+2
| +1% | +$179 | 0.01% | 143 |
|
|
2024
Q1 | $18.9K | Buy |
208
+2
| +1% | +$182 | 0.01% | 160 |
|
|
2023
Q4 | $18.7K | Buy |
+206
| New | +$18.7K | 0.01% | 150 |
|