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 |
|