Lake Street Private Wealth’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	–	Sell	-2,039	Closed	-$225K	–	263
2025 Q1	$225K	Buy	+2,039	New	+$225K	0.04%	225
2024 Q4	–	Sell	-2,069	Closed	-$215K	–	257
2024 Q3	$215K	Buy	+2,069	New	+$215K	0.03%	242