Simplicity Wealth’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 | $1.16M | Buy |
11,522
+5,453
| +90% | +$547K | 0.05% | 304 |
|
|
2025
Q1 | $671K | Sell |
6,069
-77
| -1% | -$8.52K | 0.05% | 298 |
|
|
2024
Q4 | $548K | Buy |
6,146
+66
| +1% | +$5.89K | 0.11% | 155 |
|
|
2024
Q3 | $633K | Sell |
6,080
-7,506
| -55% | -$782K | 0.06% | 258 |
|
|
2024
Q2 | $1.21M | Buy |
13,586
+827
| +6% | +$74K | 0.03% | 475 |
|
|
2024
Q1 | $1.16M | Buy |
+12,759
| New | +$1.16M | 0.03% | 477 |
|