LWM
Laidlaw Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,032
| Closed | -$1.73M | – | 193 |
|
|
2023
Q4 | $1.73M | Buy |
19,032
+43
| +0.2% | +$3.91K | 0.63% | 37 |
|
|
2023
Q3 | $1.62M | Buy |
18,989
+316
| +2% | +$27K | 0.54% | 54 |
|
|
2023
Q2 | $1.69M | Buy |
18,673
+385
| +2% | +$34.8K | 0.33% | 80 |
|
|
2023
Q1 | $1.75M | Hold |
18,288
| – | – | 0.36% | 75 |
|
|
2022
Q4 | $1.74M | Buy |
+18,288
| New | +$1.74M | 0.37% | 75 |
|
|
2022
Q3 | – | Sell |
-20,267
| Closed | -$1.93M | – | 332 |
|
|
2022
Q2 | $1.93M | Sell |
20,267
-291
| -1% | -$27.7K | 0.39% | 77 |
|
|
2022
Q1 | $1.95M | Sell |
20,558
-392
| -2% | -$37.1K | 0.32% | 82 |
|
|
2021
Q4 | $1.79M | Buy |
+20,950
| New | +$1.79M | 0.29% | 95 |
|
|
2021
Q1 | – | Sell |
-21,364
| Closed | -$1.54M | – | 258 |
|
|
2020
Q4 | $1.54M | Buy |
21,364
+1
| +0% | +$72 | 0.33% | 86 |
|
|
2020
Q3 | $1.66M | Buy |
21,363
+3
| +0% | +$233 | 0.74% | 40 |
|
|
2020
Q2 | $1.54M | Buy |
21,360
+270
| +1% | +$19.4K | 0.8% | 40 |
|
|
2020
Q1 | $1.65M | Sell |
21,090
-151
| -0.7% | -$11.8K | 1.08% | 25 |
|
|
2019
Q4 | $1.92M | Buy |
+21,241
| New | +$1.92M | 1.21% | 14 |
|