IWA
Intercontinental Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-297
| Closed | -$28K | – | 201 |
|
|
2019
Q4 | $28K | Hold |
297
| – | – | 0.02% | 213 |
|
|
2019
Q3 | $28K | Hold |
297
| – | – | 0.02% | 255 |
|
|
2019
Q2 | $26K | Hold |
297
| – | – | 0.01% | 254 |
|
|
2019
Q1 | $25K | Hold |
297
| – | – | 0.01% | 281 |
|
|
2018
Q4 | $23K | Buy |
+297
| New | +$23K | 0.01% | 291 |
|