Koa Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
5,000
| – | – | 0.4% | 43 |
|
|
2025
Q1 | $553K | Sell |
5,000
-200
| -4% | -$22.1K | 0.45% | 39 |
|
|
2024
Q4 | $464K | Hold |
5,200
| – | – | 0.38% | 39 |
|
|
2024
Q3 | $541K | Sell |
5,200
-200
| -4% | -$20.8K | 0.42% | 38 |
|
|
2024
Q2 | $483K | Hold |
5,400
| – | – | 0.41% | 37 |
|
|
2024
Q1 | $490K | Hold |
5,400
| – | – | 0.44% | 38 |
|
|
2023
Q4 | $491K | Buy |
+5,400
| New | +$491K | 0.49% | 39 |
|