MBM Wealth Consultants’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $147K | Hold |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $641K | Sell |
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|
2021
Q1 | $725K | Buy |
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|
2020
Q4 | $83K | Hold |
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|
2020
Q3 | $90K | Hold |
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|
2020
Q2 | $83K | Hold |
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|
2020
Q1 | $90K | Hold |
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|
2019
Q4 | $104K | Hold |
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|
2019
Q3 | $109K | Hold |
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|
2019
Q2 | $101K | Hold |
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|
2019
Q1 | $98K | Hold |
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|
2018
Q4 | $88K | Buy |
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