LWM
Lyons Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,767
| Closed | -$219K | – | 52 |
|
|
2015
Q2 | $219K | Hold |
3,767
| – | – | 0.25% | 50 |
|
|
2015
Q1 | $230K | Hold |
3,767
| – | – | 0.25% | 45 |
|
|
2014
Q4 | $249K | Hold |
3,767
| – | – | 0.26% | 46 |
|
|
2014
Q3 | $213K | Hold |
3,767
| – | – | 0.23% | 53 |
|
|
2014
Q2 | $217K | Hold |
3,767
| – | – | 0.19% | 61 |
|
|
2014
Q1 | $202K | Buy |
+3,767
| New | +$202K | 0.18% | 57 |
|