Global Wealth Management Investment Advisory’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-430
| Closed | -$39.1K | – | 226 |
|
|
2023
Q4 | $39.1K | Sell |
430
-120
| -22% | -$10.9K | 0.01% | 208 |
|
|
2023
Q3 | $47K | Hold |
550
| – | – | 0.01% | 197 |
|
|
2023
Q2 | $49.7K | Buy |
+550
| New | +$49.7K | 0.01% | 191 |
|
|
2022
Q3 | – | Sell |
-550
| Closed | -$52K | – | 238 |
|
|
2022
Q2 | $52K | Hold |
550
| – | – | 0.02% | 174 |
|
|
2022
Q1 | $52K | Hold |
550
| – | – | 0.02% | 187 |
|
|
2021
Q4 | $47K | Hold |
550
| – | – | 0.01% | 195 |
|
|
2021
Q3 | $40K | Hold |
550
| – | – | 0.01% | 215 |
|
|
2021
Q2 | $39K | Hold |
550
| – | – | 0.01% | 206 |
|
|
2021
Q1 | $41K | Hold |
550
| – | – | 0.01% | 205 |
|
|
2020
Q4 | $40K | Hold |
550
| – | – | 0.02% | 195 |
|
|
2020
Q3 | $43K | Hold |
550
| – | – | 0.02% | 188 |
|
|
2020
Q2 | $40K | Hold |
550
| – | – | 0.02% | 211 |
|
|
2020
Q1 | $43K | Hold |
550
| – | – | 0.02% | 178 |
|
|
2019
Q4 | $50K | Hold |
550
| – | – | 0.02% | 179 |
|
|
2019
Q3 | $52K | Hold |
550
| – | – | 0.02% | 161 |
|
|
2019
Q2 | $48K | Sell |
550
-9
| -2% | -$785 | 0.02% | 174 |
|
|
2019
Q1 | $47K | Sell |
559
-42
| -7% | -$3.53K | 0.02% | 211 |
|
|
2018
Q4 | $46K | Buy |
+601
| New | +$46K | 0.03% | 222 |
|