Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$364 | – | 176 |
|
|
2024
Q1 | $364 | Hold |
4
| – | – | ﹤0.01% | 478 |
|
|
2023
Q4 | $382 | Hold |
4
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $343 | Hold |
4
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $362 | Hold |
4
| – | – | ﹤0.01% | 459 |
|
|
2023
Q1 | $383 | Hold |
4
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $382 | Hold |
4
| – | – | ﹤0.01% | 395 |
|
|
2022
Q3 | $344 | Hold |
4
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $381 | Buy |
+4
| New | +$381 | ﹤0.01% | 397 |
|