Mount Yale Investment Advisors’s Consolidated Edison ED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$764K	Buy	6,752 +4,330	+179%	+$469K	0.02%	586
2025 Q4	$241K	Buy	+2,422	New	+$240K	0.01%	648
2025 Q3	–	Sell	-3,735	Closed	-$375K	–	918
2025 Q2	$375K	Buy	3,735 +134	+4%	+$14.2K	0.03%	407
2025 Q1	$398K	Buy	3,601 +279	+8%	+$27.4K	0.03%	373
2024 Q4	$296K	Sell	3,322 -73	-2%	-$7.19K	0.02%	446
2024 Q3	$354K	Sell	3,395 -558	-14%	-$55.2K	0.03%	392
2024 Q2	$353K	Sell	3,953 -1,295	-25%	-$120K	0.03%	400
2024 Q1	$477K	Sell	5,248 -43	-0.8%	-$3.86K	0.04%	360
2023 Q4	$481K	Sell	5,291 -6	-0.1%	-$536	0.05%	322
2023 Q3	$453K	Sell	5,297 -141	-3%	-$12.8K	0.05%	319
2023 Q2	$492K	Sell	5,438 -73	-1%	-$6.98K	0.05%	310
2023 Q1	$527K	Sell	5,511 -7,084	-56%	-$663K	0.06%	290
2022 Q4	$1.2M	Sell	12,595 -103	-0.8%	-$9.37K	0.14%	154
2022 Q3	$1.09M	Sell	12,698 -1,306	-9%	-$126K	0.14%	153
2022 Q2	$1.33M	Sell	14,004 -1,216	-8%	-$116K	0.17%	137
2022 Q1	$1.44M	Sell	15,220 -660	-4%	-$57K	0.16%	143
2021 Q4	$1.35M	Sell	15,880 -317	-2%	-$24.9K	0.14%	160
2021 Q3	$1.18M	Sell	16,197 -283	-2%	-$21.1K	0.14%	172
2021 Q2	$1.18M	Buy	16,480 +882	+6%	+$67.7K	0.14%	150
2021 Q1	$1.17M	Buy	15,598 +7,791	+100%	+$548K	0.15%	139
2020 Q4	$564K	Sell	7,807 -7,700	-50%	-$598K	0.08%	239
2020 Q3	$1.21M	Buy	+15,507	New	+$1.14M	0.17%	131
2018 Q3	–	Sell	-3,400	Closed	-$265K	–	952
2018 Q2	$265K	Buy	3,400 +771	+29%	+$58.9K	0.05%	271
2018 Q1	$205K	Buy	+2,629	New	+$204K	0.04%	286