Personal Wealth Partners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-469
| Closed | -$34K | – | 178 |
|
2021
Q2 | $34K | Buy |
+469
| New | +$34K | 0.01% | 174 |
|
2020
Q1 | – | Sell |
-492
| Closed | -$45K | – | 214 |
|
2019
Q4 | $45K | Hold |
492
| – | – | 0.02% | 148 |
|
2019
Q3 | $46K | Buy |
492
+23
| +5% | +$2.15K | 0.02% | 149 |
|
2019
Q2 | $41K | Buy |
+469
| New | +$41K | 0.02% | 139 |
|