Dowling & Yahnke’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,339
| Closed | -$212K | – | 308 |
|
|
2019
Q4 | $212K | Hold |
2,339
| – | – | 0.02% | 292 |
|
|
2019
Q3 | $221K | Hold |
2,339
| – | – | 0.02% | 288 |
|
|
2019
Q2 | $205K | Buy |
+2,339
| New | +$205K | 0.02% | 287 |
|
|
2014
Q3 | – | Sell |
-6,116
| Closed | -$353K | – | 264 |
|
|
2014
Q2 | $353K | Hold |
6,116
| – | – | 0.05% | 223 |
|
|
2014
Q1 | $328K | Buy |
+6,116
| New | +$328K | 0.04% | 227 |
|