Stratos Wealth Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,927
| Closed | -$1.72M | – | 673 |
|
|
2023
Q4 | $1.72M | Sell |
18,927
-2,562
| -12% | -$233K | 0.1% | 241 |
|
|
2023
Q3 | $1.84M | Sell |
21,489
-4,791
| -18% | -$410K | 0.12% | 209 |
|
|
2023
Q2 | $2.38M | Sell |
26,280
-722
| -3% | -$65.3K | 0.17% | 162 |
|
|
2023
Q1 | $2.58M | Sell |
27,002
-500
| -2% | -$47.8K | 0.2% | 141 |
|
|
2022
Q4 | $2.62M | Buy |
27,502
+1,830
| +7% | +$174K | 0.22% | 131 |
|
|
2022
Q3 | $2.2M | Buy |
25,672
+2,137
| +9% | +$183K | 0.23% | 125 |
|
|
2022
Q2 | $2.24M | Buy |
23,535
+103
| +0.4% | +$9.8K | 0.2% | 131 |
|
|
2022
Q1 | $2.22M | Sell |
23,432
-1,241
| -5% | -$118K | 0.18% | 149 |
|
|
2021
Q4 | $2.11M | Buy |
24,673
+1,850
| +8% | +$158K | 0.15% | 180 |
|
|
2021
Q3 | $1.66M | Buy |
22,823
+1,728
| +8% | +$125K | 0.14% | 187 |
|
|
2021
Q2 | $1.51M | Buy |
21,095
+3,568
| +20% | +$256K | 0.13% | 189 |
|
|
2021
Q1 | $1.31M | Buy |
+17,527
| New | +$1.31M | 0.14% | 182 |
|