Kingswood Wealth 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
Q1 | – | Sell |
-2,631
| Closed | -$235K | – | 749 |
|
|
2024
Q4 | $235K | Sell |
2,631
-1,949
| -43% | -$174K | 0.02% | 690 |
|
|
2024
Q3 | $477K | Buy |
4,580
+151
| +3% | +$15.7K | 0.03% | 461 |
|
|
2024
Q2 | $396K | Sell |
4,429
-736
| -14% | -$65.8K | 0.04% | 443 |
|
|
2024
Q1 | $469K | Sell |
5,165
-2,541
| -33% | -$231K | 0.05% | 366 |
|
|
2023
Q4 | $701K | Sell |
7,706
-1,957
| -20% | -$178K | 0.08% | 271 |
|
|
2023
Q3 | $826K | Buy |
+9,663
| New | +$826K | 0.14% | 169 |
|