Stockman Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-29,771
| Closed | -$2.28M | – | 69 |
|
|
2016
Q1 | $2.28M | Sell |
29,771
-69
| -0.2% | -$5.29K | 1.81% | 23 |
|
|
2015
Q4 | $1.92M | Buy |
29,840
+1,358
| +5% | +$87.3K | 1.55% | 29 |
|
|
2015
Q3 | $1.9M | Buy |
28,482
+559
| +2% | +$37.4K | 1.64% | 22 |
|
|
2015
Q2 | $1.62M | Buy |
27,923
+1,299
| +5% | +$75.2K | 1.37% | 33 |
|
|
2015
Q1 | $1.62M | Buy |
26,624
+311
| +1% | +$19K | 1.39% | 29 |
|
|
2014
Q4 | $1.74M | Buy |
+26,313
| New | +$1.74M | 1.48% | 27 |
|