McKinley Carter Wealth Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,973
| Closed | -$218K | – | 305 |
|
|
2025
Q1 | $218K | Buy |
+1,973
| New | +$218K | 0.01% | 286 |
|
|
2024
Q4 | – | Sell |
-1,973
| Closed | -$205K | – | 294 |
|
|
2024
Q3 | $205K | Buy |
+1,973
| New | +$205K | 0.01% | 298 |
|
|
2024
Q2 | – | Sell |
-2,223
| Closed | -$202K | – | 299 |
|
|
2024
Q1 | $202K | Buy |
+2,223
| New | +$202K | 0.01% | 295 |
|
|
2023
Q2 | – | Sell |
-2,153
| Closed | -$206K | – | 302 |
|
|
2023
Q1 | $206K | Hold |
2,153
| – | – | 0.02% | 289 |
|
|
2022
Q4 | $205K | Buy |
+2,153
| New | +$205K | 0.02% | 283 |
|
|
2022
Q3 | – | Sell |
-2,153
| Closed | -$205K | – | 286 |
|
|
2022
Q2 | $205K | Hold |
2,153
| – | – | 0.02% | 284 |
|
|
2022
Q1 | $204K | Buy |
+2,153
| New | +$204K | 0.02% | 282 |
|
|
2018
Q2 | – | Sell |
-950
| Closed | -$74K | – | 227 |
|
|
2018
Q1 | $74K | Buy |
+950
| New | +$74K | 0.02% | 228 |
|