Lehman & Derafelo Financial Resources’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $260K | Hold |
2,724
| – | – | 0.08% | 93 |
|
|
2022
Q3 | $234K | Hold |
2,724
| – | – | 0.07% | 85 |
|
|
2022
Q2 | $259K | Sell |
2,724
-250
| -8% | -$23.8K | 0.08% | 88 |
|
|
2022
Q1 | $282K | Hold |
2,974
| – | – | 0.08% | 89 |
|
|
2021
Q4 | $254K | Hold |
2,974
| – | – | 0.08% | 91 |
|
|
2021
Q3 | $216K | Buy |
2,974
+83
| +3% | +$6.03K | 0.07% | 99 |
|
|
2021
Q2 | $207K | Hold |
2,891
| – | – | 0.06% | 117 |
|
|
2021
Q1 | $216K | Sell |
2,891
-350
| -11% | -$26.2K | 0.06% | 113 |
|
|
2020
Q4 | $234K | Hold |
3,241
| – | – | 0.07% | 99 |
|
|
2020
Q3 | $252K | Sell |
3,241
-650
| -17% | -$50.5K | 0.08% | 80 |
|
|
2020
Q2 | $280K | Hold |
3,891
| – | – | 0.1% | 72 |
|
|
2020
Q1 | $303K | Hold |
3,891
| – | – | 0.13% | 69 |
|
|
2019
Q4 | $352K | Buy |
3,891
+96
| +3% | +$8.69K | 0.13% | 72 |
|
|
2019
Q3 | $359K | Sell |
3,795
-55
| -1% | -$5.2K | 0.14% | 68 |
|
|
2019
Q2 | $342K | Hold |
3,850
| – | – | 0.14% | 69 |
|
|
2019
Q1 | $327K | Buy |
3,850
+100
| +3% | +$8.49K | 0.14% | 69 |
|
|
2018
Q4 | $287K | Buy |
+3,750
| New | +$287K | 0.14% | 66 |
|