LWAC
Laurel Wealth Advisors (California)’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.11M | Sell |
22,183
-228
| -1% | -$21.7K | 0.21% | 113 |
|
|
2022
Q3 | $1.92M | Sell |
22,411
-1,228
| -5% | -$105K | 0.21% | 114 |
|
|
2022
Q2 | $2.25M | Sell |
23,639
-903
| -4% | -$85.9K | 0.23% | 105 |
|
|
2022
Q1 | $2.32M | Buy |
24,542
+24
| +0.1% | +$2.27K | 0.19% | 114 |
|
|
2021
Q4 | $2.09M | Sell |
24,518
-14,182
| -37% | -$1.21M | 0.16% | 132 |
|
|
2021
Q3 | $2.81M | Buy |
38,700
+112
| +0.3% | +$8.13K | 0.52% | 34 |
|
|
2021
Q2 | $2.77M | Buy |
38,588
+530
| +1% | +$38K | 0.36% | 63 |
|
|
2021
Q1 | $2.85M | Sell |
38,058
-2,613
| -6% | -$195K | 0.43% | 53 |
|
|
2020
Q4 | $2.94M | Sell |
40,671
-1,325
| -3% | -$95.8K | 0.43% | 55 |
|
|
2020
Q3 | $3.27M | Buy |
41,996
+489
| +1% | +$38K | 0.54% | 48 |
|
|
2020
Q2 | $2.99M | Sell |
41,507
-7,206
| -15% | -$518K | 0.55% | 45 |
|
|
2020
Q1 | $3.8M | Sell |
48,713
-900
| -2% | -$70.2K | 0.87% | 22 |
|
|
2019
Q4 | $4.49M | Sell |
49,613
-3,159
| -6% | -$286K | 0.75% | 28 |
|
|
2019
Q3 | $4.99M | Buy |
52,772
+2,972
| +6% | +$281K | 0.85% | 25 |
|
|
2019
Q2 | $4.37M | Sell |
49,800
-41
| -0.1% | -$3.59K | 0.96% | 23 |
|
|
2019
Q1 | $4.23M | Sell |
49,841
-562
| -1% | -$47.7K | 1.04% | 17 |
|
|
2018
Q4 | $3.85M | Sell |
50,403
-577
| -1% | -$44.1K | 1.13% | 17 |
|
|
2018
Q3 | $3.88M | Sell |
50,980
-347
| -0.7% | -$26.4K | 0.95% | 20 |
|
|
2018
Q2 | $4M | Buy |
51,327
+662
| +1% | +$51.6K | 1.07% | 17 |
|
|
2018
Q1 | $3.95M | Sell |
50,665
-1,342
| -3% | -$105K | 1.22% | 15 |
|
|
2017
Q4 | $4.42M | Sell |
52,007
-863
| -2% | -$73.3K | 1.27% | 13 |
|
|
2017
Q3 | $4.27M | Sell |
52,870
-420
| -0.8% | -$33.9K | 1.43% | 13 |
|
|
2017
Q2 | $4.31M | Sell |
53,290
-178
| -0.3% | -$14.4K | 1.53% | 10 |
|
|
2017
Q1 | $4.15M | Sell |
53,468
-2,852
| -5% | -$221K | 1.6% | 10 |
|
|
2016
Q4 | $4.15M | Sell |
56,320
-638
| -1% | -$47K | 1.84% | 9 |
|
|
2016
Q3 | $4.29M | Sell |
56,958
-121
| -0.2% | -$9.11K | 2.03% | 7 |
|
|
2016
Q2 | $4.59M | Sell |
57,079
-1,050
| -2% | -$84.5K | 2.2% | 6 |
|
|
2016
Q1 | $4.45M | Sell |
58,129
-775
| -1% | -$59.4K | 2.23% | 5 |
|
|
2015
Q4 | $3.79M | Buy |
+58,904
| New | +$3.79M | 1.96% | 6 |
|