SteelPeak 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 | $264K | Buy |
+2,629
| New | +$264K | 0.01% | 424 |
|
|
2024
Q2 | – | Sell |
-23,459
| Closed | -$2.13M | – | 461 |
|
|
2024
Q1 | $2.13M | Buy |
23,459
+9,011
| +62% | +$818K | 0.11% | 148 |
|
|
2023
Q4 | $1.31M | Sell |
14,448
-4,469
| -24% | -$407K | 0.08% | 175 |
|
|
2023
Q3 | $1.62M | Sell |
18,917
-490
| -3% | -$41.9K | 0.1% | 146 |
|
|
2023
Q2 | $1.75M | Sell |
19,407
-1,229
| -6% | -$111K | 0.1% | 132 |
|
|
2023
Q1 | $1.97M | Buy |
20,636
+617
| +3% | +$59K | 0.13% | 113 |
|
|
2022
Q4 | $1.91M | Buy |
20,019
+14,196
| +244% | +$1.35M | 0.14% | 116 |
|
|
2022
Q3 | $499K | Buy |
+5,823
| New | +$499K | 0.04% | 246 |
|
|
2022
Q1 | – | Sell |
-5,581
| Closed | -$476K | – | 411 |
|
|
2021
Q4 | $476K | Buy |
+5,581
| New | +$476K | 0.03% | 259 |
|
|
2021
Q2 | – | Sell |
-7,902
| Closed | -$591K | – | 415 |
|
|
2021
Q1 | $591K | Buy |
7,902
+2,878
| +57% | +$215K | 0.05% | 203 |
|
|
2020
Q4 | $363K | Buy |
+5,024
| New | +$363K | 0.03% | 238 |
|
|
2020
Q3 | – | Sell |
-6,826
| Closed | -$491K | – | 270 |
|
|
2020
Q2 | $491K | Buy |
+6,826
| New | +$491K | 0.06% | 163 |
|
|
2020
Q1 | – | Sell |
-3,238
| Closed | -$293K | – | 240 |
|
|
2019
Q4 | $293K | Buy |
+3,238
| New | +$293K | 0.04% | 204 |
|