MPS Loria Financial Planners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-609
| Closed | -$45K | – | 243 |
|
|
2021
Q1 | $45K | Hold |
609
| – | – | 0.02% | 171 |
|
|
2020
Q4 | $43K | Buy |
609
+309
| +103% | +$21.8K | 0.02% | 170 |
|
|
2020
Q3 | $23K | Hold |
300
| – | – | 0.01% | 187 |
|
|
2020
Q2 | $22K | Buy |
+300
| New | +$22K | 0.01% | 193 |
|
|
2017
Q3 | – | Sell |
-743
| Closed | -$62K | – | 154 |
|
|
2017
Q2 | $62K | Buy |
+743
| New | +$62K | 0.04% | 135 |
|