Kelleher Financial 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 | – | Sell |
-1,873
| Closed | -$207K | – | 139 |
|
|
2025
Q1 | $207K | Buy |
+1,873
| New | +$207K | 0.08% | 120 |
|
|
2024
Q4 | – | Sell |
-1,973
| Closed | -$205K | – | 115 |
|
|
2024
Q3 | $205K | Buy |
+1,973
| New | +$205K | 0.08% | 111 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$3K | – | 154 |
|
|
2016
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 221 |
|