RVW Wealth’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-600
| Closed | -$51.3K | – | 211 |
|
|
2023
Q3 | $51.3K | Buy |
+600
| New | +$51.3K | 0.01% | 231 |
|
|
2023
Q2 | – | Sell |
-5,030
| Closed | -$481K | – | 153 |
|
|
2023
Q1 | $481K | Sell |
5,030
-12
| -0.2% | -$1.15K | 0.06% | 100 |
|
|
2022
Q4 | $481K | Buy |
5,042
+12
| +0.2% | +$1.14K | 0.06% | 100 |
|
|
2022
Q3 | $431K | Hold |
5,030
| – | – | 0.06% | 100 |
|
|
2022
Q2 | $478K | Hold |
5,030
| – | – | 0.06% | 95 |
|
|
2022
Q1 | $476K | Hold |
5,030
| – | – | 0.06% | 92 |
|
|
2021
Q4 | $429K | Buy |
+5,030
| New | +$429K | 0.05% | 98 |
|