First Trust Direct Indexing’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
Q4
Sell
2024
Q3
$2.44M Sell
2024
Q2
$2.24M Buy
2024
Q1
$1.5M Sell
2023
Q4
$1.64M Buy
2023
Q3
$1.3M Sell
2023
Q2
$1.4M Sell
2023
Q1
$1.64M Buy
2022
Q4
$1.34M Buy
2022
Q3
$926K Buy
2022
Q2
$828K Buy
2022
Q1
$656K Buy
2021
Q4
$488K Sell
2021
Q3
$449K Sell
2021
Q2
$508K Buy
2021
Q1
$335K Buy
2020
Q4
$289K Buy