Dynasty 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
2018
Q4
Sell
-3,237
Closed -$247K 29
2018
Q3
$247K Buy
3,237
+610
+23% +$46.5K 0.32% 91
2018
Q2
$205K Sell
2,627
-30
-1% -$2.34K 0.42% 63
2018
Q1
$207K Hold
2,657
0.09% 62
2017
Q4
$226K Buy
+2,657
New +$226K 0.39% 81