FWM
Frontier Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $226K | Buy |
2,374
+5
| +0.2% | +$476 | 0.02% | 345 |
|
|
2022
Q1 | $232K | Sell |
2,369
-162
| -6% | -$15.9K | ﹤0.01% | 349 |
|
|
2021
Q4 | $216K | Buy |
+2,531
| New | +$216K | 0.01% | 385 |
|
|
2015
Q2 | – | Sell |
-7,200
| Closed | -$439K | – | 361 |
|
|
2015
Q1 | $439K | Sell |
7,200
-15,500
| -68% | -$945K | 0.07% | 185 |
|
|
2014
Q4 | $1.5M | Buy |
+22,700
| New | +$1.5M | 0.28% | 59 |
|