First Personal Financial Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $196K | Hold |
1,884
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $168K | Hold |
1,884
| – | – | 0.04% | 128 |
|
|
2024
Q1 | $171K | Hold |
1,884
| – | – | 0.04% | 124 |
|
|
2023
Q4 | $171K | Hold |
1,884
| – | – | 0.04% | 122 |
|
|
2023
Q3 | $161K | Sell |
1,884
-100
| -5% | -$9.11K | 0.04% | 120 |
|
|
2023
Q2 | $179K | Buy |
1,984
+550
| +38% | +$52.6K | 0.04% | 115 |
|
|
2023
Q1 | $137K | Sell |
1,434
-300
| -17% | -$28.1K | 0.04% | 128 |
|
|
2022
Q4 | $165K | Hold |
1,734
| – | – | 0.04% | 121 |
|
|
2022
Q3 | $149K | Buy |
1,734
+295
| +21% | +$28.5K | 0.04% | 119 |
|
|
2022
Q2 | $137K | Hold |
1,439
| – | – | 0.04% | 122 |
|
|
2022
Q1 | $136K | Sell |
1,439
-411
| -22% | -$35.5K | 0.03% | 134 |
|
|
2021
Q4 | $158K | Sell |
1,850
-19
| -1% | -$1.49K | 0.04% | 126 |
|
|
2021
Q3 | $136K | Hold |
1,869
| – | – | 0.03% | 136 |
|
|
2021
Q2 | $134K | Hold |
1,869
| – | – | 0.03% | 136 |
|
|
2021
Q1 | $140K | Hold |
1,869
| – | – | 0.04% | 129 |
|
|
2020
Q4 | $135K | Hold |
1,869
| – | – | 0.04% | 130 |
|
|
2020
Q3 | $145K | Sell |
1,869
-636
| -25% | -$46.9K | 0.05% | 125 |
|
|
2020
Q2 | $180K | Hold |
2,505
| – | – | 0.06% | 116 |
|
|
2020
Q1 | $195K | Buy |
2,505
+1,263
| +102% | +$111K | 0.08% | 107 |
|
|
2019
Q4 | $112K | Sell |
1,242
-500
| -29% | -$44.8K | 0.04% | 146 |
|
|
2019
Q3 | $165K | Hold |
1,742
| – | – | 0.05% | 140 |
|
|
2019
Q2 | $153K | Buy |
1,742
+17
| +1% | +$1.46K | 0.04% | 178 |
|
|
2019
Q1 | $146K | Hold |
1,725
| – | – | 0.04% | 176 |
|
|
2018
Q4 | $132K | Sell |
1,725
-200
| -10% | -$15.6K | 0.05% | 179 |
|
|
2018
Q3 | $147K | Hold |
1,925
| – | – | 0.05% | 184 |
|
|
2018
Q2 | $150K | Sell |
1,925
-214
| -10% | -$16.4K | 0.05% | 181 |
|
|
2018
Q1 | $167K | Sell |
2,139
-300
| -12% | -$23.3K | 0.04% | 236 |
|
|
2017
Q4 | $207K | Buy |
2,439
+10
| +0.4% | +$859 | 0.04% | 229 |
|
|
2017
Q3 | $196K | Hold |
2,429
| – | – | 0.04% | 216 |
|
|
2017
Q2 | $196K | Hold |
2,429
| – | – | 0.04% | 222 |
|
|
2017
Q1 | $189K | Sell |
2,429
-440
| -15% | -$33.1K | 0.05% | 201 |
|
|
2016
Q4 | $211K | Buy |
2,869
+380
| +15% | +$27.5K | 0.06% | 181 |
|
|
2016
Q3 | $187K | Hold |
2,489
| – | – | 0.05% | 162 |
|
|
2016
Q2 | $200K | Buy |
2,489
+39
| +2% | +$2.93K | 0.07% | 150 |
|
|
2016
Q1 | $188K | Sell |
2,450
-138
| -5% | -$9.8K | 0.09% | 120 |
|
|
2015
Q4 | $166K | Sell |
2,588
-200
| -7% | -$12.9K | 0.09% | 122 |
|
|
2015
Q3 | $187K | Hold |
2,788
| – | – | 0.11% | 114 |
|
|
2015
Q2 | $162K | Sell |
2,788
-137
| -5% | -$8.27K | 0.1% | 118 |
|
|
2015
Q1 | $179K | Sell |
2,925
-500
| -15% | -$32.5K | 0.11% | 117 |
|
|
2014
Q4 | $226K | Buy |
+3,425
| New | +$215K | 0.13% | 110 |
|
Other funds holding ED
