FAM
Fulcrum Asset Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
+6,712
| New | +$674K | 0.52% | 53 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 72 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 98 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 210 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 172 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 161 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 21 |
|
|
2020
Q3 | – | Sell |
-43,040
| Closed | -$3.31M | – | 147 |
|
|
2020
Q2 | $3.31M | Buy |
+43,040
| New | +$3.31M | 1.11% | 21 |
|