Evergreen Capital Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
3,058
+364
| +14% | +$36.5K | 0.01% | 782 |
|
|
2025
Q1 | $298K | Buy |
+2,694
| New | +$298K | 0.01% | 751 |
|
|
2024
Q4 | – | Sell |
-1,987
| Closed | -$207K | – | 1079 |
|
|
2024
Q3 | $207K | Buy |
+1,987
| New | +$207K | 0.01% | 925 |
|
|
2019
Q1 | – | Sell |
-6,375
| Closed | -$487K | – | 413 |
|
|
2018
Q4 | $487K | Sell |
6,375
-52
| -0.8% | -$3.97K | 0.05% | 211 |
|
|
2018
Q3 | $490K | Sell |
6,427
-12
| -0.2% | -$915 | 0.04% | 220 |
|
|
2018
Q2 | $502K | Sell |
6,439
-3,517
| -35% | -$274K | 0.05% | 216 |
|
|
2018
Q1 | $776K | Buy |
+9,956
| New | +$776K | 0.07% | 166 |
|