Pacific Capital Wealth Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25
| Closed | -$2.23K | – | 169 |
|
|
2024
Q4 | $2.23K | Hold |
25
| – | – | ﹤0.01% | 345 |
|
|
2024
Q3 | $2.6K | Hold |
25
| – | – | ﹤0.01% | 385 |
|
|
2024
Q2 | $2.24K | Hold |
25
| – | – | ﹤0.01% | 434 |
|
|
2024
Q1 | $2.27K | Hold |
25
| – | – | ﹤0.01% | 423 |
|
|
2023
Q4 | $2.27K | Buy |
+25
| New | +$2.27K | ﹤0.01% | 284 |
|