PWM
PBMares Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
2,000
| – | – | 0.04% | 183 |
|
|
2025
Q1 | $221K | Buy |
+2,000
| New | +$221K | 0.04% | 180 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$208K | – | 196 |
|
|
2024
Q3 | $208K | Buy |
+2,000
| New | +$208K | 0.04% | 185 |
|
|
2023
Q2 | – | Sell |
-2,100
| Closed | -$201K | – | 168 |
|
|
2023
Q1 | $201K | Hold |
2,100
| – | – | 0.07% | 167 |
|
|
2022
Q4 | $200K | Buy |
+2,100
| New | +$200K | 0.08% | 161 |
|
|
2020
Q1 | – | Sell |
-2,242
| Closed | -$203K | – | 114 |
|
|
2019
Q4 | $203K | Buy |
+2,242
| New | +$203K | 0.24% | 118 |
|