Heritage Wealth Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-440
| Closed | -$32.9K | – | 569 |
|
|
2021
Q1 | $32.9K | Hold |
440
| – | – | ﹤0.01% | 373 |
|
|
2020
Q4 | $32K | Hold |
440
| – | – | ﹤0.01% | 365 |
|
|
2020
Q3 | $34.2K | Hold |
440
| – | – | ﹤0.01% | 302 |
|
|
2020
Q2 | $31.6K | Hold |
440
| – | – | ﹤0.01% | 286 |
|
|
2020
Q1 | $34.3K | Hold |
440
| – | – | 0.01% | 272 |
|
|
2019
Q4 | $39.8K | Hold |
440
| – | – | 0.01% | 320 |
|
|
2019
Q3 | $41K | Hold |
440
| – | – | 0.01% | 297 |
|
|
2019
Q2 | $38.6K | Hold |
440
| – | – | 0.01% | 286 |
|
|
2019
Q1 | $37.3K | Hold |
440
| – | – | 0.01% | 253 |
|
|
2018
Q4 | $33K | Buy |
+440
| New | +$33K | 0.01% | 224 |
|