Fusion Family Wealth’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-335
| Closed | -$26K | – | 178 |
|
2018
Q4 | $26K | Hold |
335
| – | – | 0.01% | 142 |
|
2018
Q3 | $26K | Hold |
335
| – | – | 0.01% | 154 |
|
2018
Q2 | $26K | Hold |
335
| – | – | 0.01% | 167 |
|
2018
Q1 | $26K | Hold |
335
| – | – | 0.01% | 157 |
|
2017
Q4 | $28K | Hold |
335
| – | – | 0.01% | 169 |
|
2017
Q3 | $27K | Buy |
+335
| New | +$27K | 0.01% | 120 |
|