GWM
GSB Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,599
| Closed | -$249K | – | 214 |
|
|
2023
Q1 | $249K | Hold |
2,599
| – | – | 0.08% | 181 |
|
|
2022
Q4 | $248K | Buy |
2,599
+1
| +0% | +$95 | 0.09% | 175 |
|
|
2022
Q3 | $223K | Hold |
2,598
| – | – | 0.08% | 188 |
|
|
2022
Q2 | $247K | Buy |
2,598
+1
| +0% | +$95 | 0.08% | 188 |
|
|
2022
Q1 | $246K | Hold |
2,597
| – | – | 0.07% | 199 |
|
|
2021
Q4 | $222K | Buy |
+2,597
| New | +$222K | 0.06% | 215 |
|
|
2020
Q1 | – | Sell |
-2,530
| Closed | -$229K | – | 49 |
|
|
2019
Q4 | $229K | Hold |
2,530
| – | – | 0.94% | 44 |
|
|
2019
Q3 | $239K | Hold |
2,530
| – | – | 1.16% | 36 |
|
|
2019
Q2 | $222K | Hold |
2,530
| – | – | 1.16% | 38 |
|
|
2019
Q1 | $215K | Buy |
+2,530
| New | +$215K | 0.92% | 49 |
|
|
2018
Q1 | – | Sell |
-2,530
| Closed | -$215K | – | 51 |
|
|
2017
Q4 | $215K | Hold |
2,530
| – | – | 0.97% | 48 |
|
|
2017
Q3 | $204K | Hold |
2,530
| – | – | 0.96% | 48 |
|
|
2017
Q2 | $204K | Sell |
2,530
-2,250
| -47% | -$181K | 0.92% | 53 |
|
|
2017
Q1 | $371K | Hold |
4,780
| – | – | 1.57% | 23 |
|
|
2016
Q4 | $352K | Buy |
+4,780
| New | +$352K | 1.38% | 28 |
|