Journey Strategic Wealth’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 | $606K | Buy |
6,039
+1,993
| +49% | +$200K | 0.02% | 251 |
|
|
2025
Q1 | $447K | Sell |
4,046
-207
| -5% | -$22.9K | 0.02% | 244 |
|
|
2024
Q4 | $379K | Sell |
4,253
-68
| -2% | -$6.07K | 0.01% | 283 |
|
|
2024
Q3 | $450K | Buy |
4,321
+1,639
| +61% | +$171K | 0.02% | 238 |
|
|
2024
Q2 | $240K | Buy |
+2,682
| New | +$240K | 0.01% | 309 |
|
|
2023
Q2 | – | Sell |
-2,847
| Closed | -$272K | – | 220 |
|
|
2023
Q1 | $272K | Buy |
+2,847
| New | +$272K | 0.03% | 172 |
|