IWA
IVC Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
2,681
-384
| -13% | -$38.5K | 0.13% | 140 |
|
|
2025
Q1 | $339K | Sell |
3,065
-303
| -9% | -$33.5K | 0.18% | 110 |
|
|
2024
Q4 | $301K | Buy |
3,368
+7
| +0.2% | +$625 | 0.17% | 120 |
|
|
2024
Q3 | $350K | Sell |
3,361
-156
| -4% | -$16.2K | 0.19% | 106 |
|
|
2024
Q2 | $314K | Buy |
3,517
+52
| +2% | +$4.65K | 0.18% | 115 |
|
|
2024
Q1 | $315K | Buy |
3,465
+537
| +18% | +$48.8K | 0.18% | 118 |
|
|
2023
Q4 | $266K | Sell |
2,928
-139
| -5% | -$12.6K | 0.17% | 117 |
|
|
2023
Q3 | $262K | Buy |
3,067
+2
| +0.1% | +$171 | 0.18% | 118 |
|
|
2023
Q2 | $277K | Sell |
3,065
-156
| -5% | -$14.1K | 0.18% | 116 |
|
|
2023
Q1 | $308K | Sell |
3,221
-397
| -11% | -$38K | 0.22% | 106 |
|
|
2022
Q4 | $345K | Buy |
3,618
+39
| +1% | +$3.72K | 0.25% | 95 |
|
|
2022
Q3 | $307K | Buy |
3,579
+50
| +1% | +$4.29K | 0.25% | 97 |
|
|
2022
Q2 | $336K | Sell |
3,529
-21
| -0.6% | -$2K | 0.26% | 98 |
|
|
2022
Q1 | $336K | Buy |
3,550
+39
| +1% | +$3.69K | 0.22% | 105 |
|
|
2021
Q4 | $300K | Buy |
3,511
+150
| +4% | +$12.8K | 0.19% | 108 |
|
|
2021
Q3 | $244K | Buy |
3,361
+250
| +8% | +$18.1K | 0.17% | 117 |
|
|
2021
Q2 | $223K | Buy |
3,111
+308
| +11% | +$22.1K | 0.16% | 124 |
|
|
2021
Q1 | $210K | Buy |
+2,803
| New | +$210K | 0.17% | 121 |
|