Householder Group Estate & Retirement Specialist’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $120K | Sell |
1,350
-900
| -40% | -$80K | 0.09% | 139 |
|
|
2024
Q3 | $234K | Sell |
2,250
-282
| -11% | -$29.3K | 0.07% | 226 |
|
|
2024
Q2 | $226K | Buy |
2,532
+126
| +5% | +$11.2K | 0.06% | 232 |
|
|
2024
Q1 | $219K | Sell |
2,406
-398
| -14% | -$36.2K | 0.07% | 231 |
|
|
2023
Q4 | $255K | Buy |
2,804
+4
| +0.1% | +$364 | 0.08% | 208 |
|
|
2023
Q3 | $240K | Buy |
+2,800
| New | +$240K | 0.09% | 197 |
|
|
2023
Q1 | $344K | Buy |
+3,591
| New | +$344K | 0.13% | 152 |
|
|
2022
Q4 | – | Sell |
-3,016
| Closed | -$258K | – | 513 |
|
|
2022
Q3 | $258K | Buy |
3,016
+130
| +5% | +$11.1K | 0.11% | 167 |
|
|
2022
Q2 | $274K | Sell |
2,886
-593
| -17% | -$56.3K | 0.12% | 161 |
|
|
2022
Q1 | $329K | Buy |
3,479
+5
| +0.1% | +$473 | 0.13% | 150 |
|
|
2021
Q4 | $296K | Buy |
+3,474
| New | +$296K | 0.11% | 169 |
|