Kingswood Wealth Advisors’s Consolidated Edison ED Stock Holding History

Kingswood Wealth Advisors’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$242K	Buy
2025 Q1	–	Sell
2024 Q4	$235K	Sell
2024 Q3	$477K	Buy
2024 Q2	$396K	Sell
2024 Q1	$469K	Sell
2023 Q4	$701K	Sell
2023 Q3	$826K	Buy