Significant 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 | $424K | Sell |
4,221
-583
| -12% | -$58.5K | 0.21% | 43 |
|
|
2025
Q1 | $531K | Buy |
4,804
+509
| +12% | +$56.3K | 0.27% | 24 |
|
|
2024
Q4 | $383K | Buy |
4,295
+132
| +3% | +$11.8K | 0.2% | 38 |
|
|
2024
Q3 | $433K | Buy |
4,163
+386
| +10% | +$40.2K | 0.22% | 33 |
|
|
2024
Q2 | $338K | Buy |
3,777
+841
| +29% | +$75.2K | 0.19% | 42 |
|
|
2024
Q1 | $267K | Buy |
+2,936
| New | +$267K | 0.18% | 130 |
|