Evoke Wealth’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 | – | Sell |
-1,854
| Closed | -$205K | – | 591 |
|
|
2025
Q1 | $205K | Buy |
+1,854
| New | +$205K | 0.01% | 422 |
|
|
2022
Q4 | – | Sell |
-107
| Closed | -$9K | – | 597 |
|
|
2022
Q3 | $9K | Hold |
107
| – | – | ﹤0.01% | 767 |
|
|
2022
Q2 | $10K | Sell |
107
-3
| -3% | -$280 | ﹤0.01% | 767 |
|
|
2022
Q1 | $10K | Buy |
110
+56
| +104% | +$5.09K | ﹤0.01% | 767 |
|
|
2021
Q4 | $5K | Buy |
54
+5
| +10% | +$463 | ﹤0.01% | 889 |
|
|
2021
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 938 |
|
|
2021
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 929 |
|
|
2021
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 884 |
|
|
2020
Q4 | $4K | Sell |
49
-478
| -91% | -$39K | ﹤0.01% | 758 |
|
|
2020
Q3 | $41K | Buy |
527
+30
| +6% | +$2.33K | ﹤0.01% | 386 |
|
|
2020
Q2 | $36K | Sell |
497
-57
| -10% | -$4.13K | ﹤0.01% | 388 |
|
|
2020
Q1 | $43.2K | Sell |
554
-42
| -7% | -$3.28K | 0.01% | 355 |
|
|
2019
Q4 | $53.9K | Buy |
596
+1
| +0.2% | +$90 | 0.01% | 395 |
|
|
2019
Q3 | $56.3K | Buy |
+595
| New | +$56.3K | 0.01% | 445 |
|