RMR Wealth Builders’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
4,841
+1,120
| +30% | +$112K | 0.04% | 169 |
|
|
2025
Q1 | $412K | Buy |
3,721
+145
| +4% | +$16K | 0.04% | 171 |
|
|
2024
Q4 | $319K | Buy |
3,576
+287
| +9% | +$25.6K | 0.03% | 202 |
|
|
2024
Q3 | $343K | Sell |
3,289
-158
| -5% | -$16.5K | 0.04% | 197 |
|
|
2024
Q2 | $308K | Sell |
3,447
-1,754
| -34% | -$157K | 0.04% | 194 |
|
|
2024
Q1 | $472K | Buy |
5,201
+61
| +1% | +$5.54K | 0.06% | 155 |
|
|
2023
Q4 | $468K | Sell |
5,140
-185
| -3% | -$16.8K | 0.07% | 147 |
|
|
2023
Q3 | $455K | Buy |
5,325
+415
| +8% | +$35.5K | 0.07% | 146 |
|
|
2023
Q2 | $444K | Buy |
4,910
+765
| +18% | +$69.2K | 0.08% | 127 |
|
|
2023
Q1 | $397K | Buy |
+4,145
| New | +$397K | 0.08% | 131 |
|
|
2021
Q2 | – | Sell |
-1,927
| Closed | -$144K | – | 318 |
|
|
2021
Q1 | $144K | Buy |
+1,927
| New | +$144K | 0.04% | 228 |
|
|
2020
Q4 | – | Sell |
-17,804
| Closed | -$1.39M | – | 526 |
|
|
2020
Q3 | $1.39M | Buy |
+17,804
| New | +$1.39M | 0.36% | 48 |
|