KMS Financial Services’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$2.01M Buy
35,435
+7,282
+26% +$413K 0.28% 85
2014
Q2
$1.63M Buy
28,153
+1,676
+6% +$96.8K 0.23% 104
2014
Q1
$1.42M Buy
26,477
+775
+3% +$41.6K 0.22% 111
2013
Q4
$1.42M Buy
25,702
+3,021
+13% +$167K 0.24% 103
2013
Q3
$1.25M Buy
22,681
+2,315
+11% +$128K 0.3% 74
2013
Q2
$1.19M Buy
+20,366
New +$1.19M 0.33% 70