Gen-Wealth Partners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
5,407
-463
| -8% | -$46.5K | 0.21% | 119 |
|
|
2025
Q1 | $649K | Sell |
5,870
-95
| -2% | -$10.5K | 0.27% | 99 |
|
|
2024
Q4 | $532K | Buy |
5,965
+257
| +5% | +$22.9K | 0.23% | 121 |
|
|
2024
Q3 | $586K | Buy |
5,708
+38
| +0.7% | +$3.9K | 0.26% | 103 |
|
|
2024
Q2 | $507K | Sell |
5,670
-583
| -9% | -$52.1K | 0.25% | 101 |
|
|
2024
Q1 | $568K | Buy |
+6,253
| New | +$568K | 0.28% | 82 |
|