KWM
Kingsview Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
7,011
+639
| +10% | +$64.1K | 0.01% | 669 |
|
|
2025
Q1 | $705K | Buy |
6,372
+125
| +2% | +$13.8K | 0.01% | 626 |
|
|
2024
Q4 | $557K | Buy |
6,247
+187
| +3% | +$16.7K | 0.01% | 705 |
|
|
2024
Q3 | $631K | Sell |
6,060
-89
| -1% | -$9.27K | 0.01% | 645 |
|
|
2024
Q2 | $550K | Buy |
6,149
+214
| +4% | +$19.1K | 0.01% | 654 |
|
|
2024
Q1 | $539K | Sell |
5,935
-2,121
| -26% | -$193K | 0.01% | 647 |
|
|
2023
Q4 | $733K | Buy |
8,056
+13
| +0.2% | +$1.18K | 0.02% | 553 |
|
|
2023
Q3 | $688K | Sell |
8,043
-488
| -6% | -$41.7K | 0.02% | 536 |
|
|
2023
Q2 | $771K | Buy |
8,531
+2,561
| +43% | +$232K | 0.03% | 483 |
|
|
2023
Q1 | $571K | Sell |
5,970
-368
| -6% | -$35.2K | 0.02% | 538 |
|
|
2022
Q4 | $604K | Buy |
6,338
+482
| +8% | +$45.9K | 0.03% | 463 |
|
|
2022
Q3 | $502K | Buy |
5,856
+12
| +0.2% | +$1.03K | 0.02% | 505 |
|
|
2022
Q2 | $556K | Sell |
5,844
-117
| -2% | -$11.1K | 0.03% | 515 |
|
|
2022
Q1 | $564K | Sell |
5,961
-136
| -2% | -$12.9K | 0.02% | 542 |
|
|
2021
Q4 | $520K | Buy |
6,097
+13
| +0.2% | +$1.11K | 0.02% | 554 |
|
|
2021
Q3 | $442K | Buy |
6,084
+1,505
| +33% | +$109K | 0.02% | 578 |
|
|
2021
Q2 | $332K | Sell |
4,579
-185
| -4% | -$13.4K | 0.02% | 669 |
|
|
2021
Q1 | $354K | Buy |
4,764
+729
| +18% | +$54.2K | 0.02% | 593 |
|
|
2020
Q4 | $292K | Buy |
+4,035
| New | +$292K | 0.02% | 558 |
|
|
2020
Q2 | – | Sell |
-2,952
| Closed | -$230K | – | 579 |
|
|
2020
Q1 | $230K | Buy |
2,952
+4
| +0.1% | +$312 | 0.03% | 406 |
|
|
2019
Q4 | $267K | Hold |
2,948
| – | – | 0.03% | 385 |
|
|
2019
Q3 | $278K | Hold |
2,948
| – | – | 0.04% | 348 |
|
|
2019
Q2 | $258K | Buy |
2,948
+468
| +19% | +$41K | 0.04% | 354 |
|
|
2019
Q1 | $210K | Buy |
+2,480
| New | +$210K | 0.03% | 421 |
|