LifePlan Financial Group’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $132K | Hold |
1,700
| – | – | 0.06% | 162 |
|
|
2020
Q2 | $122K | Hold |
1,700
| – | – | 0.06% | 163 |
|
|
2020
Q1 | $133K | Hold |
1,700
| – | – | 0.07% | 144 |
|
|
2019
Q4 | $154K | Hold |
1,700
| – | – | 0.07% | 152 |
|
|
2019
Q3 | $161K | Hold |
1,700
| – | – | 0.08% | 142 |
|
|
2019
Q2 | $149K | Hold |
1,700
| – | – | 0.07% | 144 |
|
|
2019
Q1 | $144K | Hold |
1,700
| – | – | 0.08% | 150 |
|
|
2018
Q4 | $130K | Hold |
1,700
| – | – | 0.08% | 152 |
|
|
2018
Q3 | $130K | Hold |
1,700
| – | – | 0.07% | 157 |
|
|
2018
Q2 | $133K | Sell |
1,700
-400
| -19% | -$31.3K | 0.07% | 151 |
|
|
2018
Q1 | $164K | Buy |
+2,100
| New | +$164K | 0.1% | 128 |
|
|
2014
Q2 | – | Sell |
-2,100
| Closed | -$113K | – | 106 |
|
|
2014
Q1 | $113K | Hold |
2,100
| – | – | 0.09% | 80 |
|
|
2013
Q4 | $116K | Buy |
2,100
+800
| +62% | +$44.2K | 0.08% | 76 |
|
|
2013
Q3 | $72K | Buy |
+1,300
| New | +$72K | 0.06% | 85 |
|