Evanson Asset Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
2,261
+61
| +3% | +$6.12K | 0.01% | 307 |
|
|
2025
Q1 | $243K | Buy |
+2,200
| New | +$243K | 0.02% | 272 |
|
|
2024
Q4 | – | Sell |
-2,200
| Closed | -$229K | – | 310 |
|
|
2024
Q3 | $229K | Buy |
+2,200
| New | +$229K | 0.02% | 282 |
|
|
2024
Q1 | – | Sell |
-2,200
| Closed | -$200K | – | 312 |
|
|
2023
Q4 | $200K | Buy |
+2,200
| New | +$200K | 0.02% | 281 |
|
|
2023
Q3 | – | Sell |
-2,280
| Closed | -$206K | – | 286 |
|
|
2023
Q2 | $206K | Buy |
2,280
+80
| +4% | +$7.23K | 0.02% | 261 |
|
|
2023
Q1 | $210K | Hold |
2,200
| – | – | 0.02% | 248 |
|
|
2022
Q4 | $210K | Buy |
+2,200
| New | +$210K | 0.02% | 243 |
|
|
2022
Q3 | – | Sell |
-2,200
| Closed | -$209K | – | 263 |
|
|
2022
Q2 | $209K | Hold |
2,200
| – | – | 0.02% | 244 |
|
|
2022
Q1 | $208K | Buy |
+2,200
| New | +$208K | 0.02% | 268 |
|
|
2021
Q4 | – | Sell |
-2,782
| Closed | -$200K | – | 289 |
|
|
2021
Q3 | $200K | Buy |
+2,782
| New | +$200K | 0.02% | 270 |
|