JWM
Janiczek Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $138K | Sell |
1,538
-79
| -5% | -$7.06K | 0.03% | 237 |
|
|
2024
Q1 | $147K | Buy |
1,617
+91
| +6% | +$8.26K | 0.03% | 227 |
|
|
2023
Q4 | $139K | Sell |
1,526
-325
| -18% | -$29.6K | 0.03% | 223 |
|
|
2023
Q3 | $158K | Buy |
1,851
+59
| +3% | +$5.05K | 0.04% | 175 |
|
|
2023
Q2 | $162K | Buy |
1,792
+134
| +8% | +$12.1K | 0.04% | 156 |
|
|
2023
Q1 | $160K | Sell |
1,658
-140
| -8% | -$13.5K | 0.05% | 147 |
|
|
2022
Q4 | $175K | Buy |
1,798
+97
| +6% | +$9.46K | 0.05% | 136 |
|
|
2022
Q3 | $139K | Buy |
1,701
+569
| +50% | +$46.5K | 0.05% | 143 |
|
|
2022
Q2 | $112K | Buy |
1,132
+94
| +9% | +$9.3K | 0.03% | 188 |
|
|
2022
Q1 | $98K | Buy |
1,038
+188
| +22% | +$17.8K | 0.03% | 206 |
|
|
2021
Q4 | $73K | Buy |
850
+43
| +5% | +$3.69K | 0.02% | 238 |
|
|
2021
Q3 | $59K | Buy |
807
+181
| +29% | +$13.2K | 0.02% | 257 |
|
|
2021
Q2 | $45K | Buy |
626
+61
| +11% | +$4.39K | 0.02% | 274 |
|
|
2021
Q1 | $42K | Buy |
565
+287
| +103% | +$21.3K | 0.02% | 259 |
|
|
2020
Q4 | $20K | Buy |
278
+150
| +117% | +$10.8K | 0.01% | 349 |
|
|
2020
Q3 | $10K | Buy |
+128
| New | +$10K | 0.01% | 233 |
|