MWM
MinichMacGregor Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-710
| Closed | -$67.7K | – | 242 |
|
|
2022
Q4 | $67.7K | Buy |
+710
| New | +$67.7K | 0.02% | 158 |
|
|
2018
Q4 | – | Sell |
-710
| Closed | -$53K | – | 204 |
|
|
2018
Q3 | $53K | Hold |
710
| – | – | 0.04% | 118 |
|
|
2018
Q2 | $55K | Sell |
710
-367
| -34% | -$28.4K | 0.04% | 109 |
|
|
2018
Q1 | $83K | Hold |
1,077
| – | – | 0.06% | 79 |
|
|
2017
Q4 | $91K | Hold |
1,077
| – | – | 0.07% | 68 |
|
|
2017
Q3 | $86K | Buy |
1,077
+710
| +193% | +$56.7K | 0.07% | 69 |
|
|
2017
Q2 | $29K | Hold |
367
| – | – | 0.03% | 141 |
|
|
2017
Q1 | $28K | Hold |
367
| – | – | 0.03% | 141 |
|
|
2016
Q4 | $27K | Hold |
367
| – | – | 0.03% | 145 |
|
|
2016
Q3 | $27K | Hold |
367
| – | – | 0.03% | 158 |
|
|
2016
Q2 | $29K | Hold |
367
| – | – | 0.03% | 146 |
|
|
2016
Q1 | $28K | Hold |
367
| – | – | 0.03% | 146 |
|
|
2015
Q4 | $22K | Buy |
+367
| New | +$22K | 0.02% | 157 |
|