Lifeworks Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
5,079
-136
| -3% | -$13.6K | 0.08% | 192 |
|
|
2025
Q1 | $577K | Buy |
5,215
+283
| +6% | +$31.3K | 0.1% | 170 |
|
|
2024
Q4 | $440K | Sell |
4,932
-1,159
| -19% | -$103K | 0.08% | 185 |
|
|
2024
Q3 | $634K | Sell |
6,091
-357
| -6% | -$37.2K | 0.12% | 142 |
|
|
2024
Q2 | $577K | Buy |
6,448
+550
| +9% | +$49.2K | 0.16% | 119 |
|
|
2024
Q1 | $536K | Sell |
5,898
-271
| -4% | -$24.6K | 0.15% | 125 |
|
|
2023
Q4 | $561K | Sell |
6,169
-287
| -4% | -$26.1K | 0.19% | 107 |
|
|
2023
Q3 | $552K | Buy |
+6,456
| New | +$552K | 0.21% | 113 |
|