Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $263K | Buy |
3,065
+4
| +0.1% | +$343 | 0.02% | 178 |
|
|
2022
Q2 | $291K | Buy |
3,061
+1
| +0% | +$95 | 0.02% | 174 |
|
|
2022
Q1 | $290K | Sell |
3,060
-965
| -24% | -$91.5K | 0.02% | 203 |
|
|
2021
Q4 | $343K | Buy |
4,025
+806
| +25% | +$68.7K | 0.02% | 178 |
|
|
2021
Q3 | $234K | Buy |
3,219
+162
| +5% | +$11.8K | 0.02% | 204 |
|
|
2021
Q2 | $219K | Buy |
3,057
+1
| +0% | +$72 | 0.02% | 207 |
|
|
2021
Q1 | $229K | Sell |
3,056
-530
| -15% | -$39.7K | 0.02% | 198 |
|
|
2020
Q4 | $259K | Buy |
3,586
+150
| +4% | +$10.8K | 0.03% | 186 |
|
|
2020
Q3 | $267K | Sell |
3,436
-354
| -9% | -$27.5K | 0.03% | 160 |
|
|
2020
Q2 | $273K | Buy |
3,790
+6
| +0.2% | +$432 | 0.04% | 151 |
|
|
2020
Q1 | $295K | Sell |
3,784
-5
| -0.1% | -$390 | 0.05% | 137 |
|
|
2019
Q4 | $343K | Buy |
3,789
+643
| +20% | +$58.2K | 0.04% | 146 |
|
|
2019
Q3 | $297K | Buy |
3,146
+203
| +7% | +$19.2K | 0.04% | 155 |
|
|
2019
Q2 | $258K | Buy |
2,943
+3
| +0.1% | +$263 | 0.04% | 166 |
|
|
2019
Q1 | $251K | Buy |
2,940
+274
| +10% | +$23.4K | 0.04% | 166 |
|
|
2018
Q4 | $204K | Sell |
2,666
-2,010
| -43% | -$154K | 0.03% | 177 |
|
|
2018
Q3 | $356K | Sell |
4,676
-213
| -4% | -$16.2K | 0.06% | 138 |
|
|
2018
Q2 | $381K | Buy |
4,889
+961
| +24% | +$74.9K | 0.06% | 125 |
|
|
2018
Q1 | $306K | Sell |
3,928
-579
| -13% | -$45.1K | 0.05% | 130 |
|
|
2017
Q4 | $383K | Buy |
4,507
+143
| +3% | +$12.2K | 0.06% | 116 |
|
|
2017
Q3 | $352K | Buy |
4,364
+33
| +0.8% | +$2.66K | 0.06% | 108 |
|
|
2017
Q2 | $350K | Sell |
4,331
-475
| -10% | -$38.4K | 0.06% | 104 |
|
|
2017
Q1 | $373K | Buy |
+4,806
| New | +$373K | 0.08% | 97 |
|