EverSource Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
2,685
+547
| +26% | +$54.9K | 0.01% | 725 |
|
|
2025
Q1 | $236K | Buy |
2,138
+518
| +32% | +$57.3K | 0.01% | 593 |
|
|
2024
Q4 | $145K | Buy |
1,620
+1,334
| +466% | +$119K | 0.01% | 788 |
|
|
2024
Q3 | $29.8K | Buy |
286
+79
| +38% | +$8.23K | ﹤0.01% | 1284 |
|
|
2024
Q2 | $20.2K | Sell |
207
-301
| -59% | -$29.4K | ﹤0.01% | 1502 |
|
|
2024
Q1 | $48K | Sell |
508
-172
| -25% | -$16.2K | ﹤0.01% | 998 |
|
|
2023
Q4 | $61.9K | Sell |
680
-256
| -27% | -$23.3K | 0.01% | 816 |
|
|
2023
Q3 | $80.1K | Sell |
936
-58
| -6% | -$4.96K | 0.01% | 648 |
|
|
2023
Q2 | $89.9K | Sell |
994
-349
| -26% | -$31.6K | 0.01% | 617 |
|
|
2023
Q1 | $128K | Buy |
1,343
+1,113
| +484% | +$106K | 0.02% | 467 |
|
|
2022
Q4 | $21.9K | Sell |
230
-441
| -66% | -$42K | ﹤0.01% | 1040 |
|
|
2022
Q3 | $58K | Buy |
671
+608
| +965% | +$52.6K | 0.01% | 596 |
|
|
2022
Q2 | $6K | Buy |
63
+25
| +66% | +$2.38K | ﹤0.01% | 1193 |
|
|
2022
Q1 | $4K | Sell |
38
-3
| -7% | -$316 | ﹤0.01% | 1323 |
|
|
2021
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 1410 |
|