Sterling Financial Planning’s Consolidated Edison ED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,506	Closed	-$109K	–	187
2021 Q3	$109K	Sell	1,506 -132	-8%	-$9.55K	0.07%	123
2021 Q2	$117K	Sell	1,638 -130	-7%	-$9.29K	0.08%	110
2021 Q1	$132K	Hold	1,768	–	–	0.09%	97
2020 Q4	$128K	Buy	+1,768	New	+$128K	0.1%	93