IFG Advisory’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,714
| Closed | -$350K | – | 408 |
|
|
2019
Q3 | $350K | Buy |
3,714
+281
| +8% | +$26.5K | 0.07% | 277 |
|
|
2019
Q2 | $301K | Sell |
3,433
-1,473
| -30% | -$129K | 0.05% | 272 |
|
|
2019
Q1 | $416K | Sell |
4,906
-304
| -6% | -$25.8K | 0.08% | 217 |
|
|
2018
Q4 | $398K | Buy |
5,210
+190
| +4% | +$14.5K | 0.09% | 205 |
|
|
2018
Q3 | $382K | Buy |
5,020
+1,470
| +41% | +$112K | 0.07% | 256 |
|
|
2018
Q2 | $276K | Buy |
+3,550
| New | +$276K | 0.06% | 287 |
|