ICA Group Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $46.9K | Sell |
525
-2,630
| -83% | -$235K | 0.03% | 251 |
|
2024
Q1 | $287K | Hold |
3,155
| – | – | 0.06% | 231 |
|
2023
Q4 | $287K | Hold |
3,155
| – | – | 0.06% | 208 |
|
2023
Q3 | $269K | Sell |
3,155
-27
| -0.8% | -$2.3K | 0.08% | 196 |
|
2023
Q2 | $288K | Buy |
3,182
+7
| +0.2% | +$633 | 0.07% | 184 |
|
2023
Q1 | $304K | Hold |
3,175
| – | – | 0.07% | 194 |
|
2022
Q4 | $303K | Hold |
3,175
| – | – | 0.07% | 208 |
|
2022
Q3 | $272K | Hold |
3,175
| – | – | 0.06% | 280 |
|
2022
Q2 | $319K | Sell |
3,175
-25
| -0.8% | -$2.51K | 0.06% | 268 |
|
2022
Q1 | $314K | Buy |
+3,200
| New | +$314K | 0.06% | 269 |
|