Partnervest Advisory Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-400
| Closed | -$23K | – | 320 |
|
2014
Q2 | $23K | Hold |
400
| – | – | 0.01% | 503 |
|
2014
Q1 | $21K | Hold |
400
| – | – | 0.01% | 488 |
|
2013
Q4 | $22K | Hold |
400
| – | – | 0.01% | 449 |
|
2013
Q3 | $22K | Sell |
400
-1,225
| -75% | -$67.4K | 0.01% | 434 |
|
2013
Q2 | $95K | Buy |
+1,625
| New | +$95K | 0.04% | 163 |
|