SWA
Sax Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
3,276
+228
| +7% | +$22.9K | 0.02% | 322 |
|
|
2025
Q1 | $337K | Buy |
+3,048
| New | +$337K | 0.02% | 274 |
|
|
2024
Q1 | – | Sell |
-2,418
| Closed | -$220K | – | 208 |
|
|
2023
Q4 | $220K | Buy |
2,418
+15
| +0.6% | +$1.37K | 0.04% | 173 |
|
|
2023
Q3 | $206K | Hold |
2,403
| – | – | 0.04% | 171 |
|
|
2023
Q2 | $217K | Hold |
2,403
| – | – | 0.04% | 158 |
|
|
2023
Q1 | $230K | Buy |
+2,403
| New | +$230K | 0.05% | 155 |
|
|
2022
Q3 | – | Sell |
-2,370
| Closed | -$225K | – | 163 |
|
|
2022
Q2 | $225K | Sell |
2,370
-130
| -5% | -$12.3K | 0.06% | 149 |
|
|
2022
Q1 | $237K | Hold |
2,500
| – | – | 0.06% | 152 |
|
|
2021
Q4 | $213K | Buy |
+2,500
| New | +$213K | 0.04% | 171 |
|
|
2021
Q1 | – | Sell |
-3,390
| Closed | -$245K | – | 150 |
|
|
2020
Q4 | $245K | Buy |
+3,390
| New | +$245K | 0.11% | 112 |
|