GWM
Gitterman Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
2,232
-3,562
| -61% | -$357K | 0.05% | 126 |
|
|
2025
Q1 | $641K | Buy |
5,794
+322
| +6% | +$35.6K | 0.17% | 32 |
|
|
2024
Q4 | $488K | Buy |
5,472
+3,274
| +149% | +$292K | 0.2% | 39 |
|
|
2024
Q3 | $229K | Buy |
+2,198
| New | +$229K | 0.1% | 99 |
|
|
2023
Q2 | – | Sell |
-2,698
| Closed | -$258K | – | 89 |
|
|
2023
Q1 | $258K | Sell |
2,698
-1,672
| -38% | -$160K | 0.12% | 51 |
|
|
2022
Q4 | $417K | Sell |
4,370
-2,639
| -38% | -$252K | 0.21% | 27 |
|
|
2022
Q3 | $600K | Buy |
7,009
+16
| +0.2% | +$1.37K | 0.62% | 15 |
|
|
2022
Q2 | $666K | Buy |
6,993
+18
| +0.3% | +$1.71K | 0.62% | 19 |
|
|
2022
Q1 | $660K | Sell |
6,975
-3,259
| -32% | -$308K | 0.53% | 23 |
|
|
2021
Q4 | $873K | Buy |
10,234
+3,297
| +48% | +$281K | 0.65% | 19 |
|
|
2021
Q3 | $504K | Buy |
6,937
+21
| +0.3% | +$1.53K | 0.4% | 30 |
|
|
2021
Q2 | $496K | Sell |
6,916
-480
| -6% | -$34.4K | 0.4% | 29 |
|
|
2021
Q1 | $553K | Buy |
+7,396
| New | +$553K | 0.36% | 26 |
|