LWP
Legacy Wealth Planning’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,741
| Closed | -$261K | – | 89 |
|
|
2022
Q2 | $261K | Hold |
2,741
| – | – | 0.37% | 62 |
|
|
2022
Q1 | $260K | Hold |
2,741
| – | – | 0.31% | 70 |
|
|
2021
Q4 | $234K | Sell |
2,741
-133
| -5% | -$11.4K | 0.27% | 81 |
|
|
2021
Q3 | $209K | Hold |
2,874
| – | – | 0.23% | 90 |
|
|
2021
Q2 | $206K | Hold |
2,874
| – | – | 0.23% | 93 |
|
|
2021
Q1 | $215K | Hold |
2,874
| – | – | 0.27% | 84 |
|
|
2020
Q4 | $208K | Hold |
2,874
| – | – | 0.27% | 78 |
|
|
2020
Q3 | $224K | Hold |
2,874
| – | – | 0.26% | 67 |
|
|
2020
Q2 | $207K | Hold |
2,874
| – | – | 0.25% | 70 |
|
|
2020
Q1 | $224K | Hold |
2,874
| – | – | 0.36% | 59 |
|
|
2019
Q4 | $260K | Buy |
+2,874
| New | +$260K | 0.29% | 60 |
|