Stifel Trust’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $156K | Sell |
2,745
-200
| -7% | -$11.4K | 0.03% | 197 |
|
|
2014
Q2 | $171K | Sell |
2,945
-469
| -14% | -$27.2K | 0.03% | 188 |
|
|
2014
Q1 | $184K | Sell |
3,414
-585
| -15% | -$31.5K | 0.03% | 184 |
|
|
2013
Q4 | $222K | Sell |
3,999
-200
| -5% | -$11.1K | 0.04% | 170 |
|
|
2013
Q3 | $232K | Sell |
4,199
-750
| -15% | -$41.4K | 0.05% | 170 |
|
|
2013
Q2 | $289K | Buy |
+4,949
| New | +$289K | 0.06% | 154 |
|