JFS Wealth Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3K | Hold |
302
| – | – | ﹤0.01% | 566 |
|
|
2025
Q1 | $33.4K | Hold |
302
| – | – | ﹤0.01% | 547 |
|
|
2024
Q4 | $26.9K | Hold |
302
| – | – | ﹤0.01% | 580 |
|
|
2024
Q3 | $31.4K | Buy |
302
+3
| +1% | +$312 | ﹤0.01% | 542 |
|
|
2024
Q2 | $26.7K | Sell |
299
-3
| -1% | -$268 | ﹤0.01% | 535 |
|
|
2024
Q1 | $27.4K | Sell |
302
-16
| -5% | -$1.45K | ﹤0.01% | 554 |
|
|
2023
Q4 | $28.9K | Buy |
318
+15
| +5% | +$1.37K | ﹤0.01% | 510 |
|
|
2023
Q3 | $25.9K | Hold |
303
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $27.4K | Hold |
303
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $29K | Sell |
303
-6
| -2% | -$574 | ﹤0.01% | 456 |
|
|
2022
Q4 | $29.5K | Sell |
309
-202
| -40% | -$19.3K | ﹤0.01% | 451 |
|
|
2022
Q3 | $44K | Sell |
511
-20
| -4% | -$1.72K | ﹤0.01% | 401 |
|
|
2022
Q2 | $50K | Buy |
531
+49
| +10% | +$4.61K | 0.01% | 393 |
|
|
2022
Q1 | $46K | Buy |
482
+53
| +12% | +$5.06K | ﹤0.01% | 443 |
|
|
2021
Q4 | $37K | Buy |
429
+32
| +8% | +$2.76K | ﹤0.01% | 467 |
|
|
2021
Q3 | $29K | Buy |
+397
| New | +$29K | ﹤0.01% | 487 |
|