MWPCG
Measured Wealth Private Client Group’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,639
| Closed | -$329K | – | 170 |
|
|
2023
Q2 | $329K | Buy |
+3,639
| New | +$329K | 0.13% | 128 |
|
|
2019
Q4 | – | Sell |
-2,303
| Closed | -$218K | – | 115 |
|
|
2019
Q3 | $218K | Sell |
2,303
-25
| -1% | -$2.37K | 0.14% | 111 |
|
|
2019
Q2 | $204K | Sell |
2,328
-1,837
| -44% | -$161K | 0.12% | 182 |
|
|
2019
Q1 | $353K | Buy |
4,165
+303
| +8% | +$25.7K | 0.22% | 104 |
|
|
2018
Q4 | $295K | Sell |
3,862
-623
| -14% | -$47.6K | 0.27% | 59 |
|
|
2018
Q3 | $342K | Buy |
4,485
+3
| +0.1% | +$229 | 0.21% | 92 |
|
|
2018
Q2 | $349K | Buy |
+4,482
| New | +$349K | 0.28% | 76 |
|
|
2017
Q3 | $889K | Buy |
+11,025
| New | +$889K | 1.22% | 20 |
|