Kavar Capital Partners Group’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-425
| Closed | -$37K | – | 224 |
|
|
2019
Q2 | $37K | Buy |
+425
| New | +$37K | 0.01% | 254 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$16K | – | 182 |
|
|
2018
Q2 | $16K | Hold |
200
| – | – | 0.01% | 279 |
|
|
2018
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 281 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$12K | – | 168 |
|
|
2015
Q4 | $12K | Hold |
200
| – | – | 0.01% | 256 |
|
|
2015
Q3 | $13K | Hold |
200
| – | – | 0.01% | 258 |
|
|
2015
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 293 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$10K | – | 212 |
|
|
2014
Q1 | $10K | Hold |
200
| – | – | 0.01% | 313 |
|
|
2013
Q4 | $11K | Buy |
+200
| New | +$11K | 0.01% | 285 |
|