Dynamic Advisor Solutions’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $679K | Sell |
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|
2025
Q2 | $720K | Buy |
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|
2025
Q1 | $758K | Sell |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $715K | Sell |
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|
2024
Q2 | $623K | Sell |
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|
2024
Q1 | $678K | Sell |
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|
2023
Q4 | $700K | Sell |
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|
2023
Q3 | $661K | Sell |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $875K | Buy |
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|
2022
Q2 | $832K | Sell |
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|
2022
Q1 | $869K | Sell |
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|
2021
Q4 | $787K | Sell |
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|
2021
Q3 | $720K | Buy |
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|
2021
Q2 | $681K | Buy |
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|
2021
Q1 | $536K | Sell |
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|
2020
Q4 | $586K | Sell |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $984K | Buy |
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|
2020
Q1 | $933K | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $775K | Buy |
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|
2018
Q3 | $747K | Sell |
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|
2018
Q2 | $777K | Sell |
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|
2018
Q1 | $779K | Buy |
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|
2017
Q4 | $807K | Sell |
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|
2017
Q3 | $803K | Sell |
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|
2017
Q2 | $817K | Sell |
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|
2017
Q1 | $792K | Sell |
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|
2016
Q4 | $785K | Sell |
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|
2016
Q3 | $823K | Sell |
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|
2016
Q2 | $3.21M | Sell |
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|
2016
Q1 | $5.05M | Sell |
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|
2015
Q4 | $5.36M | Buy |
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|
2015
Q3 | $4.65M | Buy |
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|
2015
Q2 | $456K | Buy |
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|
2015
Q1 | $436K | Sell |
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|
2014
Q4 | $497K | Buy |
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|
2014
Q3 | $419K | Buy |
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|
2014
Q2 | $403K | Sell |
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|
2014
Q1 | $400K | Buy |
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|
2013
Q4 | $391K | Buy |
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