RKL Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,672
| Closed | -$209K | – | 129 |
|
|
2018
Q1 | $209K | Sell |
2,672
-1,060
| -28% | -$82.9K | 0.05% | 129 |
|
|
2017
Q4 | $316K | Sell |
3,732
-2,803
| -43% | -$237K | 0.08% | 118 |
|
|
2017
Q3 | $529K | Sell |
6,535
-4,330
| -40% | -$351K | 0.15% | 103 |
|
|
2017
Q2 | $880K | Sell |
10,865
-1,739
| -14% | -$141K | 0.28% | 74 |
|
|
2017
Q1 | $978K | Sell |
12,604
-2,860
| -18% | -$222K | 0.39% | 53 |
|
|
2016
Q4 | $1.14M | Sell |
15,464
-1,292
| -8% | -$95.2K | 0.55% | 45 |
|
|
2016
Q3 | $1.26M | Buy |
16,756
+2,438
| +17% | +$184K | 0.64% | 38 |
|
|
2016
Q2 | $1.1M | Buy |
14,318
+5,320
| +59% | +$409K | 0.57% | 37 |
|
|
2016
Q1 | $689K | Buy |
+8,998
| New | +$689K | 0.4% | 41 |
|