ShoreHaven Wealth Partners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
3,131
+25
| +0.8% | +$2.51K | 0.13% | 76 |
|
|
2025
Q1 | $344K | Buy |
3,106
+25
| +0.8% | +$2.77K | 0.16% | 70 |
|
|
2024
Q4 | $275K | Buy |
3,081
+27
| +0.9% | +$2.41K | 0.13% | 81 |
|
|
2024
Q3 | $318K | Buy |
3,054
+24
| +0.8% | +$2.5K | 0.15% | 67 |
|
|
2024
Q2 | $271K | Buy |
3,030
+28
| +0.9% | +$2.5K | 0.14% | 71 |
|
|
2024
Q1 | $273K | Buy |
3,002
+27
| +0.9% | +$2.45K | 0.15% | 72 |
|
|
2023
Q4 | $271K | Buy |
2,975
+26
| +0.9% | +$2.37K | 0.16% | 67 |
|
|
2023
Q3 | $252K | Sell |
2,949
-8
| -0.3% | -$684 | 0.17% | 63 |
|
|
2023
Q2 | $267K | Sell |
2,957
-27
| -0.9% | -$2.44K | 0.18% | 60 |
|
|
2023
Q1 | $286K | Sell |
2,984
-78
| -3% | -$7.46K | 0.2% | 62 |
|
|
2022
Q4 | $292K | Sell |
3,062
-16
| -0.5% | -$1.53K | 0.21% | 65 |
|
|
2022
Q3 | $264K | Sell |
3,078
-228
| -7% | -$19.6K | 0.2% | 58 |
|
|
2022
Q2 | $314K | Sell |
3,306
-255
| -7% | -$24.2K | 0.23% | 60 |
|
|
2022
Q1 | $337K | Sell |
3,561
-147
| -4% | -$13.9K | 0.18% | 51 |
|
|
2021
Q4 | $316K | Buy |
3,708
+34
| +0.9% | +$2.9K | 0.16% | 37 |
|
|
2021
Q3 | $266K | Sell |
3,674
-178
| -5% | -$12.9K | 0.14% | 39 |
|
|
2021
Q2 | $276K | Sell |
3,852
-212
| -5% | -$15.2K | 0.15% | 41 |
|
|
2021
Q1 | $304K | Sell |
4,064
-1,436
| -26% | -$107K | 0.16% | 43 |
|
|
2020
Q4 | $397K | Buy |
+5,500
| New | +$397K | 0.22% | 39 |
|