MWM
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Modern Wealth Management’s Consolidated Edison ED Stock Holding History

Modern Wealth Management’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$320K Buy
3,189
+203
+7% +$20.4K 0.01% 585
2025
Q1 		$330K Buy
2,986
+392
+15% +$43.4K 0.01% 498
2024
Q4 		$232K Buy
+2,594
New +$232K 0.01% 519