MWC
MBM Wealth Consultants’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,093
| Closed | -$147K | – | 153 |
|
|
2023
Q1 | $147K | Hold |
2,093
| – | – | 0.06% | 116 |
|
|
2022
Q4 | $200K | Sell |
2,093
-411
| -16% | -$39.3K | 0.09% | 87 |
|
|
2022
Q3 | $220K | Sell |
2,504
-277
| -10% | -$24.3K | 0.11% | 79 |
|
|
2022
Q2 | $264K | Sell |
2,781
-356
| -11% | -$33.8K | 0.13% | 77 |
|
|
2022
Q1 | $297K | Sell |
3,137
-2,801
| -47% | -$265K | 0.12% | 83 |
|
|
2021
Q4 | $507K | Sell |
5,938
-3,386
| -36% | -$289K | 0.21% | 63 |
|
|
2021
Q3 | $677K | Buy |
9,324
+392
| +4% | +$28.5K | 0.31% | 44 |
|
|
2021
Q2 | $641K | Sell |
8,932
-757
| -8% | -$54.3K | 0.3% | 45 |
|
|
2021
Q1 | $725K | Buy |
9,689
+8,537
| +741% | +$639K | 0.37% | 41 |
|
|
2020
Q4 | $83K | Hold |
1,152
| – | – | 0.05% | 113 |
|
|
2020
Q3 | $90K | Hold |
1,152
| – | – | 0.06% | 104 |
|
|
2020
Q2 | $83K | Hold |
1,152
| – | – | 0.06% | 94 |
|
|
2020
Q1 | $90K | Hold |
1,152
| – | – | 0.07% | 91 |
|
|
2019
Q4 | $104K | Hold |
1,152
| – | – | 0.08% | 97 |
|
|
2019
Q3 | $109K | Hold |
1,152
| – | – | 0.09% | 96 |
|
|
2019
Q2 | $101K | Hold |
1,152
| – | – | 0.08% | 97 |
|
|
2019
Q1 | $98K | Hold |
1,152
| – | – | 0.09% | 99 |
|
|
2018
Q4 | $88K | Buy |
+1,152
| New | +$88K | 0.09% | 106 |
|