LGWM
Litman Gregory Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,500
| Closed | -$227K | – | 136 |
|
|
2024
Q1 | $227K | Sell |
2,500
-250
| -9% | -$22.7K | 0.02% | 120 |
|
|
2023
Q4 | $250K | Sell |
2,750
-29
| -1% | -$2.64K | 0.02% | 111 |
|
|
2023
Q3 | $238K | Buy |
+2,779
| New | +$238K | 0.02% | 112 |
|
|
2023
Q2 | – | Sell |
-5,259
| Closed | -$503K | – | 91 |
|
|
2023
Q1 | $503K | Buy |
+5,259
| New | +$503K | 0.19% | 19 |
|