Pinnacle Private Wealth’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$318K Sell
3,347
-71
-2% -$6.75K 0.12% 187
2022
Q1
$324K Buy
3,418
+1,018
+42% +$96.5K 0.1% 209
2021
Q4
$205K Buy
+2,400
New +$205K 0.06% 279