SVWAG
Sound View Wealth Advisors Group’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Buy |
33,534
+3,591
| +12% | +$360K | 0.25% | 94 |
|
|
2025
Q1 | $3.31M | Buy |
29,943
+593
| +2% | +$65.6K | 0.27% | 83 |
|
|
2024
Q4 | $2.62M | Buy |
29,350
+3,239
| +12% | +$289K | 0.21% | 100 |
|
|
2024
Q3 | $2.72M | Buy |
26,111
+5,703
| +28% | +$594K | 0.22% | 104 |
|
|
2024
Q2 | $1.82M | Buy |
20,408
+995
| +5% | +$89K | 0.19% | 117 |
|
|
2024
Q1 | $1.76M | Buy |
+19,413
| New | +$1.76M | 0.19% | 119 |
|