Evolution Wealth Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-67
| Closed | -$5K | – | 295 |
|
|
2021
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 504 |
|
|
2021
Q2 | $5K | Buy |
67
+38
| +131% | +$2.84K | ﹤0.01% | 507 |
|
|
2021
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 626 |
|
|
2020
Q4 | $2K | Sell |
29
-85
| -75% | -$5.86K | ﹤0.01% | 554 |
|
|
2020
Q3 | $9K | Buy |
114
+54
| +90% | +$4.26K | ﹤0.01% | 367 |
|
|
2020
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 388 |
|
|
2020
Q1 | – | Sell |
-62
| Closed | -$6K | – | 404 |
|
|
2019
Q4 | $6K | Buy |
62
+2
| +3% | +$194 | ﹤0.01% | 367 |
|
|
2019
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 247 |
|
|
2019
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 261 |
|