RPg Family Wealth Advisory’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-286
| Closed | -$22.2K | – | 300 |
|
|
2017
Q1 | $22.2K | Sell |
286
-91
| -24% | -$7.07K | 0.02% | 201 |
|
|
2016
Q4 | $27.8K | Sell |
377
-273
| -42% | -$20.1K | 0.02% | 160 |
|
|
2016
Q3 | $48.9K | Buy |
650
+7
| +1% | +$527 | 0.03% | 120 |
|
|
2016
Q2 | $51.7K | Buy |
643
+271
| +73% | +$21.8K | 0.02% | 124 |
|
|
2016
Q1 | $28.5K | Buy |
+372
| New | +$28.5K | 0.02% | 159 |
|