MGIA
Moneta Group Investment Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
2,240
+133
| +6% | +$13.3K | ﹤0.01% | 636 |
|
|
2025
Q1 | $233K | Sell |
2,107
-737
| -26% | -$81.5K | ﹤0.01% | 588 |
|
|
2024
Q4 | $254K | Sell |
2,844
-977
| -26% | -$87.2K | ﹤0.01% | 580 |
|
|
2024
Q3 | $398K | Sell |
3,821
-241
| -6% | -$25.1K | 0.01% | 462 |
|
|
2024
Q2 | $363K | Sell |
4,062
-40
| -1% | -$3.58K | 0.01% | 446 |
|
|
2024
Q1 | $372K | Sell |
4,102
-97
| -2% | -$8.81K | 0.01% | 433 |
|
|
2023
Q4 | $382K | Buy |
4,199
+872
| +26% | +$79.3K | 0.01% | 388 |
|
|
2023
Q3 | $285K | Sell |
3,327
-1,696
| -34% | -$145K | 0.01% | 416 |
|
|
2023
Q2 | $454K | Buy |
5,023
+824
| +20% | +$74.5K | 0.01% | 338 |
|
|
2023
Q1 | $402K | Buy |
4,199
+144
| +4% | +$13.8K | 0.01% | 356 |
|
|
2022
Q4 | $386K | Sell |
4,055
-586
| -13% | -$55.9K | 0.01% | 333 |
|
|
2022
Q3 | $398K | Sell |
4,641
-2,425
| -34% | -$208K | 0.02% | 302 |
|
|
2022
Q2 | $672K | Buy |
7,066
+1,986
| +39% | +$189K | 0.02% | 258 |
|
|
2022
Q1 | $481K | Buy |
5,080
+2,080
| +69% | +$197K | 0.02% | 297 |
|
|
2021
Q4 | $256K | Sell |
3,000
-127
| -4% | -$10.8K | 0.01% | 414 |
|
|
2021
Q3 | $227K | Sell |
3,127
-373
| -11% | -$27.1K | 0.01% | 414 |
|
|
2021
Q2 | $251K | Sell |
3,500
-243
| -6% | -$17.4K | 0.01% | 391 |
|
|
2021
Q1 | $280K | Buy |
+3,743
| New | +$280K | 0.01% | 347 |
|
|
2020
Q1 | – | Sell |
-298
| Closed | -$27K | – | 255 |
|
|
2019
Q4 | $27K | Sell |
298
-443
| -60% | -$40.1K | ﹤0.01% | 267 |
|
|
2019
Q3 | $70K | Buy |
+741
| New | +$70K | 0.01% | 256 |
|