HGWM
Harvest Group Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$87K | – | 216 |
|
|
2020
Q4 | $87K | Buy |
1,200
+10
| +0.8% | +$725 | 0.05% | 75 |
|
|
2020
Q3 | $93K | Buy |
1,190
+9
| +0.8% | +$703 | 0.06% | 63 |
|
|
2020
Q2 | $84K | Buy |
1,181
+9
| +0.8% | +$640 | 0.07% | 58 |
|
|
2020
Q1 | $91K | Buy |
1,172
+7
| +0.6% | +$544 | 0.09% | 58 |
|
|
2019
Q4 | $105K | Buy |
1,165
+7
| +0.6% | +$631 | 0.09% | 55 |
|
|
2019
Q3 | $109K | Hold |
1,158
| – | – | 0.13% | 49 |
|
|
2019
Q2 | $101K | Hold |
1,158
| – | – | 0.13% | 44 |
|
|
2019
Q1 | $98K | Buy |
+1,158
| New | +$98K | 0.09% | 59 |
|