Gray Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,167
| Closed | -$207K | – | 133 |
|
|
2023
Q1 | $207K | Hold |
2,167
| – | – | 0.11% | 117 |
|
|
2022
Q4 | $207K | Buy |
+2,167
| New | +$207K | 0.12% | 113 |
|
|
2022
Q3 | – | Sell |
-2,396
| Closed | -$228K | – | 111 |
|
|
2022
Q2 | $228K | Hold |
2,396
| – | – | 0.14% | 101 |
|
|
2022
Q1 | $227K | Hold |
2,396
| – | – | 0.12% | 112 |
|
|
2021
Q4 | $204K | Buy |
+2,396
| New | +$204K | 0.1% | 124 |
|