High Net Worth Advisory Group’s Consolidated Edison ED Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,900
| Closed | -$181K | – | 285 |
|
2022
Q4 | $181K | Hold |
1,900
| – | – | 0.07% | 194 |
|
2022
Q3 | $163K | Hold |
1,900
| – | – | 0.07% | 202 |
|
2022
Q2 | $181K | Hold |
1,900
| – | – | 0.08% | 197 |
|
2022
Q1 | $180K | Hold |
1,900
| – | – | 0.07% | 196 |
|
2021
Q4 | $162K | Buy |
+1,900
| New | +$162K | 0.06% | 205 |
|