Liberty Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-256
| Closed | -$19K | – | 425 |
|
|
2021
Q3 | $19K | Buy |
256
+2
| +0.8% | +$148 | 0.01% | 654 |
|
|
2021
Q2 | $18K | Buy |
254
+4
| +2% | +$283 | 0.01% | 531 |
|
|
2021
Q1 | $17K | Hold |
250
| – | – | 0.01% | 485 |
|
|
2020
Q4 | $17K | Buy |
250
+1
| +0.4% | +$68 | 0.01% | 481 |
|
|
2020
Q3 | $19K | Buy |
249
+2
| +0.8% | +$153 | 0.01% | 409 |
|
|
2020
Q2 | $18K | Buy |
247
+1
| +0.4% | +$73 | 0.01% | 393 |
|
|
2020
Q1 | $19K | Buy |
246
+2
| +0.8% | +$154 | 0.02% | 363 |
|
|
2019
Q4 | $22K | Buy |
244
+2
| +0.8% | +$180 | 0.02% | 401 |
|
|
2019
Q3 | $23K | Buy |
242
+1
| +0.4% | +$95 | 0.02% | 379 |
|
|
2019
Q2 | $21K | Buy |
241
+1
| +0.4% | +$87 | 0.02% | 399 |
|
|
2019
Q1 | $20K | Sell |
240
-49
| -17% | -$4.08K | 0.02% | 343 |
|
|
2018
Q4 | $22K | Buy |
+289
| New | +$22K | 0.02% | 311 |
|