Nadler Financial Group’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,535
| Closed | -$229K | – | 111 |
|
2023
Q2 | $229K | Hold |
2,535
| – | – | 0.03% | 100 |
|
2023
Q1 | $243K | Hold |
2,535
| – | – | 0.04% | 95 |
|
2022
Q4 | $242K | Hold |
2,535
| – | – | 0.04% | 96 |
|
2022
Q3 | $217K | Hold |
2,535
| – | – | 0.04% | 91 |
|
2022
Q2 | $241K | Hold |
2,535
| – | – | 0.04% | 90 |
|
2022
Q1 | $240K | Sell |
2,535
-765
| -23% | -$72.4K | 0.04% | 101 |
|
2021
Q4 | $282K | Hold |
3,300
| – | – | 0.04% | 99 |
|
2021
Q3 | $240K | Sell |
3,300
-710
| -18% | -$51.6K | 0.04% | 103 |
|
2021
Q2 | $288K | Hold |
4,010
| – | – | 0.05% | 96 |
|
2021
Q1 | $300K | Hold |
4,010
| – | – | 0.05% | 86 |
|
2020
Q4 | $290K | Hold |
4,010
| – | – | 0.06% | 82 |
|
2020
Q3 | $312K | Hold |
4,010
| – | – | 0.07% | 76 |
|
2020
Q2 | $288K | Hold |
4,010
| – | – | 0.07% | 78 |
|
2020
Q1 | $313K | Hold |
4,010
| – | – | 0.1% | 62 |
|
2019
Q4 | $363K | Hold |
4,010
| – | – | 0.09% | 63 |
|
2019
Q3 | $379K | Hold |
4,010
| – | – | 0.11% | 57 |
|
2019
Q2 | $352K | Hold |
4,010
| – | – | 0.1% | 62 |
|
2019
Q1 | $340K | Hold |
4,010
| – | – | 0.11% | 58 |
|
2018
Q4 | $307K | Hold |
4,010
| – | – | 0.1% | 60 |
|
2018
Q3 | $306K | Hold |
4,010
| – | – | 0.08% | 67 |
|
2018
Q2 | $313K | Hold |
4,010
| – | – | 0.09% | 64 |
|
2018
Q1 | $313K | Sell |
4,010
-1,331
| -25% | -$104K | 0.1% | 62 |
|
2017
Q4 | $454K | Buy |
+5,341
| New | +$454K | 0.14% | 52 |
|