Shorepoint Capital 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
Q1 | $220K | Buy |
+1,986
| New | +$220K | 0.05% | 101 |
|
|
2024
Q4 | – | Sell |
-1,986
| Closed | -$207K | – | 102 |
|
|
2024
Q3 | $207K | Buy |
+1,986
| New | +$207K | 0.05% | 101 |
|
|
2023
Q2 | – | Sell |
-2,334
| Closed | -$223K | – | 111 |
|
|
2023
Q1 | $223K | Sell |
2,334
-815
| -26% | -$78K | 0.06% | 115 |
|
|
2022
Q4 | $300K | Buy |
+3,149
| New | +$300K | 0.08% | 121 |
|
|
2019
Q4 | – | Sell |
-2,546
| Closed | -$241K | – | 90 |
|
|
2019
Q3 | $241K | Hold |
2,546
| – | – | 0.14% | 85 |
|
|
2019
Q2 | $223K | Hold |
2,546
| – | – | 0.13% | 85 |
|
|
2019
Q1 | $216K | Buy |
+2,546
| New | +$216K | 0.12% | 85 |
|