Fiduciary Planning’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,920
| Closed | -$304K | – | 76 |
|
|
2024
Q3 | $304K | Buy |
+2,920
| New | +$304K | 0.1% | 52 |
|
|
2021
Q2 | – | Sell |
-42
| Closed | -$3K | – | 115 |
|
|
2021
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 214 |
|
|
2020
Q4 | $3K | Buy |
42
+1
| +2% | +$71 | ﹤0.01% | 194 |
|
|
2020
Q3 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 153 |
|