Lee Financial’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-185
| Closed | -$16.8K | – | 354 |
|
|
2023
Q4 | $16.8K | Buy |
185
+38
| +26% | +$3.46K | ﹤0.01% | 348 |
|
|
2023
Q3 | $12.6K | Hold |
147
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $13.3K | Hold |
147
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $14.1K | Sell |
147
-5
| -3% | -$478 | ﹤0.01% | 365 |
|
|
2022
Q4 | $14.5K | Hold |
152
| – | – | ﹤0.01% | 401 |
|
|
2022
Q3 | $13K | Sell |
152
-2
| -1% | -$171 | ﹤0.01% | 393 |
|
|
2022
Q2 | $15K | Sell |
154
-46
| -23% | -$4.48K | ﹤0.01% | 377 |
|
|
2022
Q1 | $19K | Hold |
200
| – | – | ﹤0.01% | 344 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
|
2021
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 365 |
|
|
2021
Q1 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 341 |
|
|
2018
Q3 | – | Sell |
-968
| Closed | -$75K | – | 533 |
|
|
2018
Q2 | $75K | Sell |
968
-995
| -51% | -$77.1K | 0.02% | 231 |
|
|
2018
Q1 | $153K | Buy |
+1,963
| New | +$153K | 0.04% | 174 |
|