Global Retirement 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 | $386K | Buy |
+3,850
| New | +$386K | 0.01% | 822 |
|
|
2024
Q4 | $279K | Sell |
3,131
-1,123
| -26% | -$100K | 0.01% | 831 |
|
|
2024
Q3 | $443K | Sell |
4,254
-312
| -7% | -$32.5K | 0.01% | 667 |
|
|
2024
Q2 | $408K | Buy |
4,566
+696
| +18% | +$62.2K | 0.01% | 665 |
|
|
2024
Q1 | $351K | Sell |
3,870
-125
| -3% | -$11.4K | 0.01% | 607 |
|
|
2023
Q4 | $366K | Sell |
3,995
-11
| -0.3% | -$1.01K | 0.02% | 563 |
|
|
2023
Q3 | $337K | Buy |
4,006
+18
| +0.5% | +$1.52K | 0.02% | 527 |
|
|
2023
Q2 | $361K | Buy |
3,988
+278
| +7% | +$25.1K | 0.02% | 522 |
|
|
2023
Q1 | $364K | Buy |
3,710
+1,965
| +113% | +$193K | 0.02% | 497 |
|
|
2022
Q4 | $166K | Buy |
1,745
+417
| +31% | +$39.8K | 0.01% | 653 |
|
|
2022
Q3 | $117K | Buy |
1,328
+725
| +120% | +$63.9K | 0.01% | 721 |
|
|
2022
Q2 | $57K | Buy |
603
+17
| +3% | +$1.61K | ﹤0.01% | 944 |
|
|
2022
Q1 | $59K | Buy |
+586
| New | +$59K | ﹤0.01% | 929 |
|
|
2021
Q4 | – | Sell |
-124
| Closed | -$9K | – | 625 |
|
|
2021
Q3 | $9K | Buy |
124
+13
| +12% | +$944 | ﹤0.01% | 1440 |
|
|
2021
Q2 | $8K | Sell |
111
-803
| -88% | -$57.9K | ﹤0.01% | 1434 |
|
|
2021
Q1 | $68K | Hold |
914
| – | – | 0.01% | 672 |
|
|
2020
Q4 | $66K | Sell |
914
-33
| -3% | -$2.38K | 0.01% | 638 |
|
|
2020
Q3 | $74K | Sell |
947
-4
| -0.4% | -$313 | 0.01% | 547 |
|
|
2020
Q2 | $68K | Buy |
951
+1
| +0.1% | +$72 | 0.01% | 565 |
|
|
2020
Q1 | $74K | Sell |
950
-11
| -1% | -$857 | 0.01% | 483 |
|
|
2019
Q4 | $87K | Sell |
961
-20
| -2% | -$1.81K | 0.01% | 518 |
|
|
2019
Q3 | $93K | Hold |
981
| – | – | 0.02% | 482 |
|
|
2019
Q2 | $86K | Hold |
981
| – | – | 0.02% | 485 |
|
|
2019
Q1 | $83K | Sell |
981
-104
| -10% | -$8.8K | 0.02% | 429 |
|
|
2018
Q4 | $83K | Hold |
1,085
| – | – | 0.02% | 410 |
|
|
2018
Q3 | $83K | Hold |
1,085
| – | – | 0.02% | 442 |
|
|
2018
Q2 | $85K | Hold |
1,085
| – | – | 0.02% | 414 |
|
|
2018
Q1 | $85K | Hold |
1,085
| – | – | 0.02% | 411 |
|
|
2017
Q4 | $92K | Buy |
1,085
+62
| +6% | +$5.26K | 0.03% | 382 |
|
|
2017
Q3 | $83K | Buy |
1,023
+106
| +12% | +$8.6K | 0.03% | 344 |
|
|
2017
Q2 | $74K | Hold |
917
| – | – | 0.03% | 346 |
|
|
2017
Q1 | $71K | Hold |
917
| – | – | 0.04% | 332 |
|
|
2016
Q4 | $68K | Buy |
+917
| New | +$68K | 0.05% | 307 |
|