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Gary Goldberg Planning Services’s Consolidated Edison ED Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$8M Buy
121,156
+13,002
+12% +$858K 3.36% 10
2014
Q3
$6.13M Buy
108,154
+35,371
+49% +$2M 2.55% 12
2014
Q2
$4.2M Buy
72,783
+30,864
+74% +$1.78M 1.85% 18
2014
Q1
$2.25M Buy
41,919
+6,152
+17% +$330K 1.1% 25
2013
Q4
$1.98M Buy
35,767
+879
+3% +$48.6K 1.15% 25
2013
Q3
$1.92M Buy
34,888
+30,530
+701% +$1.68M 1.17% 23
2013
Q2
$254K Buy
+4,358
New +$254K 0.16% 72