LWA
Lenox Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $70K | Buy |
714
+14
| +2% | +$1.37K | 0.01% | 204 |
|
|
2021
Q4 | $60K | Hold |
700
| – | – | 0.01% | 231 |
|
|
2021
Q3 | $51K | Hold |
700
| – | – | 0.01% | 229 |
|
|
2021
Q2 | $50K | Buy |
+700
| New | +$50K | 0.01% | 232 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 808 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 749 |
|
|
2019
Q1 | – | Sell |
-2,863
| Closed | -$219K | – | 609 |
|
|
2018
Q4 | $219K | Buy |
+2,863
| New | +$219K | 0.05% | 59 |
|
|
2016
Q4 | – | Sell |
-2,863
| Closed | -$216K | – | 133 |
|
|
2016
Q3 | $216K | Hold |
2,863
| – | – | 0.06% | 33 |
|
|
2016
Q2 | $230K | Hold |
2,863
| – | – | 0.07% | 33 |
|
|
2016
Q1 | $219K | Hold |
2,863
| – | – | 0.07% | 34 |
|
|
2015
Q4 | $184K | Hold |
2,863
| – | – | 0.06% | 38 |
|
|
2015
Q3 | $191K | Hold |
2,863
| – | – | 0.07% | 35 |
|
|
2015
Q2 | $166K | Hold |
2,863
| – | – | 0.07% | 35 |
|
|
2015
Q1 | $175K | Hold |
2,863
| – | – | 0.07% | 37 |
|
|
2014
Q4 | $189K | Hold |
2,863
| – | – | 0.08% | 35 |
|
|
2014
Q3 | $162K | Hold |
2,863
| – | – | 0.07% | 31 |
|
|
2014
Q2 | $162K | Hold |
2,863
| – | – | 0.07% | 23 |
|
|
2014
Q1 | $152K | Buy |
2,863
+2,089
| +270% | +$111K | 0.09% | 23 |
|
|
2013
Q4 | $43K | Hold |
774
| – | – | 0.03% | 71 |
|
|
2013
Q3 | $43K | Hold |
774
| – | – | 0.04% | 38 |
|
|
2013
Q2 | $45K | Buy |
+774
| New | +$45K | 0.05% | 36 |
|