Rockbridge Investment Management’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 | – | Sell |
-200
| Closed | -$19.2K | – | 680 |
|
|
2022
Q1 | $19.2K | Hold |
200
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 496 |
|
|
2021
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 470 |
|
|
2021
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 471 |
|
|
2021
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 453 |
|
|
2020
Q4 | $14K | Sell |
200
-99
| -33% | -$6.93K | ﹤0.01% | 462 |
|
|
2020
Q3 | $23K | Hold |
299
| – | – | 0.01% | 359 |
|
|
2020
Q2 | $22K | Buy |
+299
| New | +$22K | 0.01% | 330 |
|