Selective Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-234
| Closed | -$20K | – | 272 |
|
|
2022
Q3 | $20K | Hold |
234
| – | – | 0.01% | 424 |
|
|
2022
Q2 | $22K | Hold |
234
| – | – | 0.01% | 447 |
|
|
2022
Q1 | $22K | Hold |
234
| – | – | 0.01% | 429 |
|
|
2021
Q4 | $20K | Hold |
234
| – | – | 0.01% | 407 |
|
|
2021
Q3 | $17K | Hold |
234
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $17K | Hold |
234
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $18K | Buy |
+234
| New | +$18K | 0.02% | 200 |
|