Lipe & Dalton’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,179
| Closed | -$107K | – | 100 |
|
2019
Q4 | $107K | Hold |
1,179
| – | – | 0.07% | 84 |
|
2019
Q3 | $111K | Hold |
1,179
| – | – | 0.08% | 81 |
|
2019
Q2 | $103K | Hold |
1,179
| – | – | 0.07% | 77 |
|
2019
Q1 | $100K | Buy |
+1,179
| New | +$100K | 0.07% | 73 |
|
2018
Q3 | – | Sell |
-1,179
| Closed | -$92K | – | 70 |
|
2018
Q2 | $92K | Hold |
1,179
| – | – | 0.07% | 69 |
|
2018
Q1 | $92K | Hold |
1,179
| – | – | 0.07% | 74 |
|
2017
Q4 | $100K | Hold |
1,179
| – | – | 0.07% | 72 |
|
2017
Q3 | $95K | Hold |
1,179
| – | – | 0.07% | 72 |
|
2017
Q2 | $95K | Hold |
1,179
| – | – | 0.06% | 74 |
|
2017
Q1 | $92K | Hold |
1,179
| – | – | 0.07% | 72 |
|
2016
Q4 | $87K | Buy |
+1,179
| New | +$87K | 0.06% | 71 |
|
2016
Q3 | – | Sell |
-1,179
| Closed | -$95K | – | 83 |
|
2016
Q2 | $95K | Buy |
+1,179
| New | +$95K | 0.07% | 101 |
|