LMG Wealth Partners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,907
| Closed | -$1.34M | – | 131 |
|
|
2024
Q3 | $1.34M | Buy |
12,907
+1,177
| +10% | +$123K | 0.31% | 80 |
|
|
2024
Q2 | $1.05M | Buy |
11,730
+511
| +5% | +$45.7K | 0.26% | 80 |
|
|
2024
Q1 | $1.02M | Buy |
11,219
+702
| +7% | +$63.7K | 0.26% | 83 |
|
|
2023
Q4 | $957K | Buy |
10,517
+1,406
| +15% | +$128K | 0.27% | 68 |
|
|
2023
Q3 | $779K | Buy |
9,111
+1,505
| +20% | +$129K | 0.24% | 69 |
|
|
2023
Q2 | $688K | Buy |
7,606
+632
| +9% | +$57.1K | 0.21% | 69 |
|
|
2023
Q1 | $667K | Buy |
6,974
+856
| +14% | +$81.9K | 0.22% | 70 |
|
|
2022
Q4 | $584K | Buy |
+6,118
| New | +$584K | 0.19% | 71 |
|