IVC Wealth Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Sell |
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|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $339K | Sell |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $307K | Buy |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | $210K | Buy |
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