Heritage Wealth Management (Arizona)’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $75.7K | Buy |
794
+441
| +125% | +$42K | 0.01% | 451 |
|
|
2022
Q3 | $30K | Sell |
353
-62
| -15% | -$5.27K | 0.01% | 468 |
|
|
2022
Q2 | $39.5K | Hold |
415
| – | – | 0.01% | 455 |
|
|
2022
Q1 | $39K | Buy |
+415
| New | +$39K | 0.01% | 504 |
|
|
2021
Q3 | $30K | Buy |
415
+330
| +388% | +$23.9K | 0.01% | 510 |
|
|
2021
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 718 |
|
|
2021
Q1 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 624 |
|