IRON Financial’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,383
| Closed | -$758K | – | 103 |
|
|
2023
Q2 | $758K | Sell |
8,383
-167
| -2% | -$15.1K | 0.41% | 46 |
|
|
2023
Q1 | $818K | Buy |
8,550
+361
| +4% | +$34.5K | 0.45% | 44 |
|
|
2022
Q4 | $781K | Sell |
8,189
-217
| -3% | -$20.7K | 0.45% | 50 |
|
|
2022
Q3 | $721K | Buy |
8,406
+829
| +11% | +$71.1K | 0.4% | 49 |
|
|
2022
Q2 | $721K | Buy |
7,577
+132
| +2% | +$12.6K | 0.38% | 46 |
|
|
2022
Q1 | $705K | Buy |
+7,445
| New | +$705K | 0.32% | 48 |
|