Impact Partnership Wealth’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-26
Closed -$2.37K 752
2023
Q4
$2.37K Sell
26
-3,461
-99% -$315K ﹤0.01% 675
2023
Q3
$298K Sell
3,487
-48
-1% -$4.11K 0.09% 127
2023
Q2
$320K Buy
+3,535
New +$320K 0.11% 131