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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
|
|||||
|
2025
Q1 | $398K | Buy |
|
|||||
|
2024
Q4 | $296K | Sell |
|
|||||
|
2024
Q3 | $354K | Sell |
|
|||||
|
2024
Q2 | $353K | Sell |
|
|||||
|
2024
Q1 | $477K | Sell |
|
|||||
|
2023
Q4 | $481K | Sell |
|
|||||
|
2023
Q3 | $453K | Sell |
|
|||||
|
2023
Q2 | $492K | Sell |
|
|||||
|
2023
Q1 | $527K | Sell |
|
|||||
|
2022
Q4 | $1.2M | Sell |
|
|||||
|
2022
Q3 | $1.09M | Sell |
|
|||||
|
2022
Q2 | $1.33M | Sell |
|
|||||
|
2022
Q1 | $1.44M | Sell |
|
|||||
|
2021
Q4 | $1.35M | Sell |
|
|||||
|
2021
Q3 | $1.18M | Sell |
|
|||||
|
2021
Q2 | $1.18M | Buy |
|
|||||
|
2021
Q1 | $1.17M | Buy |
|
|||||
|
2020
Q4 | $564K | Sell |
|
|||||
|
2020
Q3 | $1.21M | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $265K | Buy |
|
|||||
|
2018
Q1 | $205K | Buy |
|