SDAM
Shulman DeMeo Asset Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
7,380
+8
| +0.1% | +$803 | 0.18% | 42 |
|
|
2025
Q1 | $815K | Buy |
7,372
+8
| +0.1% | +$885 | 0.23% | 37 |
|
|
2024
Q4 | $657K | Buy |
7,364
+9
| +0.1% | +$803 | 0.18% | 44 |
|
|
2024
Q3 | $766K | Buy |
7,355
+7
| +0.1% | +$729 | 0.19% | 44 |
|
|
2024
Q2 | $657K | Buy |
7,348
+9
| +0.1% | +$805 | 0.17% | 50 |
|
|
2024
Q1 | $666K | Buy |
7,339
+8
| +0.1% | +$727 | 0.18% | 47 |
|
|
2023
Q4 | $667K | Buy |
7,331
+9
| +0.1% | +$819 | 0.19% | 43 |
|
|
2023
Q3 | $626K | Buy |
7,322
+8
| +0.1% | +$684 | 0.21% | 40 |
|
|
2023
Q2 | $661K | Buy |
7,314
+7
| +0.1% | +$633 | 0.2% | 44 |
|
|
2023
Q1 | $699K | Buy |
7,307
+8
| +0.1% | +$765 | 0.22% | 43 |
|
|
2022
Q4 | $696K | Buy |
7,299
+7
| +0.1% | +$667 | 0.23% | 42 |
|
|
2022
Q3 | $625K | Buy |
7,292
+7
| +0.1% | +$600 | 0.22% | 43 |
|
|
2022
Q2 | $693K | Buy |
7,285
+8
| +0.1% | +$761 | 0.23% | 43 |
|
|
2022
Q1 | $689K | Sell |
7,277
-100
| -1% | -$9.47K | 0.19% | 51 |
|
|
2021
Q4 | $629K | Sell |
7,377
-42
| -0.6% | -$3.58K | 0.16% | 55 |
|
|
2021
Q3 | $539K | Buy |
+7,419
| New | +$539K | 0.47% | 39 |
|
|
2021
Q2 | – | Sell |
-7,401
| Closed | -$554K | – | 84 |
|
|
2021
Q1 | $554K | Buy |
7,401
+375
| +5% | +$28.1K | 0.15% | 67 |
|
|
2020
Q4 | $508K | Buy |
7,026
+5
| +0.1% | +$362 | 0.14% | 69 |
|
|
2020
Q3 | $546K | Buy |
7,021
+133
| +2% | +$10.3K | 0.18% | 55 |
|
|
2020
Q2 | $495K | Sell |
6,888
-225
| -3% | -$16.2K | 0.19% | 53 |
|
|
2020
Q1 | $555K | Buy |
7,113
+10
| +0.1% | +$780 | 0.26% | 44 |
|
|
2019
Q4 | $643K | Buy |
7,103
+10
| +0.1% | +$905 | 0.22% | 51 |
|
|
2019
Q3 | $670K | Sell |
7,093
-391
| -5% | -$36.9K | 0.22% | 48 |
|
|
2019
Q2 | $656K | Sell |
7,484
-1,990
| -21% | -$174K | 0.24% | 43 |
|
|
2019
Q1 | $803K | Buy |
+9,474
| New | +$803K | 0.31% | 36 |
|