Innova Wealth Partners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $205K | Sell |
2,045
-108
| -5% | -$10.8K | 0.12% | 102 |
|
2025
Q1 | $238K | Buy |
+2,153
| New | +$238K | 0.15% | 89 |
|
2023
Q2 | – | Sell |
-2,116
| Closed | -$202K | – | 59 |
|
2023
Q1 | $202K | Sell |
2,116
-163
| -7% | -$15.6K | 0.18% | 50 |
|
2022
Q4 | $217K | Buy |
+2,279
| New | +$217K | 0.19% | 51 |
|
2022
Q3 | – | Sell |
-2,257
| Closed | -$215K | – | 49 |
|
2022
Q2 | $215K | Buy |
2,257
+11
| +0.5% | +$1.05K | 0.18% | 48 |
|
2022
Q1 | $213K | Buy |
+2,246
| New | +$213K | 0.15% | 67 |
|