Elmwood 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
Q1 | – | Sell |
-1,310
| Closed | -$112K | – | 162 |
|
|
2021
Q4 | $112K | Buy |
+1,310
| New | +$112K | 0.05% | 145 |
|
|
2021
Q2 | $42K | Buy |
585
+305
| +109% | +$21.9K | 0.02% | 175 |
|
|
2021
Q1 | $21K | Buy |
+280
| New | +$21K | 0.01% | 209 |
|
|
2020
Q3 | $20K | Hold |
280
| – | – | 0.02% | 161 |
|
|
2020
Q2 | $20K | Hold |
280
| – | – | 0.02% | 161 |
|
|
2020
Q1 | $21.8K | Buy |
+280
| New | +$21.8K | 0.02% | 157 |
|
|
2019
Q4 | – | Sell |
-280
| Closed | -$26K | – | 129 |
|
|
2019
Q3 | $26K | Hold |
280
| – | – | 0.03% | 128 |
|
|
2019
Q2 | $25K | Hold |
280
| – | – | 0.02% | 146 |
|
|
2019
Q1 | $24K | Hold |
280
| – | – | 0.02% | 144 |
|
|
2018
Q4 | $21K | Hold |
280
| – | – | 0.02% | 156 |
|
|
2018
Q3 | $21.3K | Hold |
280
| – | – | 0.02% | 167 |
|
|
2018
Q2 | $21.8K | Hold |
280
| – | – | 0.02% | 163 |
|
|
2018
Q1 | $21.8K | Buy |
+280
| New | +$21.8K | 0.02% | 157 |
|