JFS 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
Q2 | $30.3K | Hold |
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|
2025
Q1 | $33.4K | Hold |
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|
2024
Q4 | $26.9K | Hold |
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|
2024
Q3 | $31.4K | Buy |
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|
2024
Q2 | $26.7K | Sell |
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|
2024
Q1 | $27.4K | Sell |
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|
2023
Q4 | $28.9K | Buy |
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|
2023
Q3 | $25.9K | Hold |
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|
2023
Q2 | $27.4K | Hold |
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|
2023
Q1 | $29K | Sell |
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|
2022
Q4 | $29.5K | Sell |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $50K | Buy |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q4 | $37K | Buy |
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|
2021
Q3 | $29K | Buy |
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