Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.5K | Hold |
163
| – | – | ﹤0.01% | 445 |
|
|
2024
Q3 | $17K | Hold |
163
| – | – | ﹤0.01% | 439 |
|
|
2024
Q2 | $14.6K | Hold |
163
| – | – | ﹤0.01% | 442 |
|
|
2024
Q1 | $14.8K | Hold |
163
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $14.8K | Hold |
163
| – | – | ﹤0.01% | 440 |
|
|
2023
Q3 | $13.9K | Hold |
163
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $14.7K | Hold |
163
| – | – | ﹤0.01% | 434 |
|
|
2023
Q1 | $15.6K | Hold |
163
| – | – | ﹤0.01% | 424 |
|
|
2022
Q4 | $15.5K | Sell |
163
-654
| -80% | -$62.3K | ﹤0.01% | 441 |
|
|
2022
Q3 | $71K | Buy |
+817
| New | +$71K | 0.02% | 241 |
|
|
2022
Q2 | – | Sell |
-563
| Closed | -$53K | – | 775 |
|
|
2022
Q1 | $53K | Hold |
563
| – | – | 0.01% | 271 |
|
|
2021
Q4 | $48K | Hold |
563
| – | – | 0.01% | 296 |
|
|
2021
Q3 | $41K | Hold |
563
| – | – | 0.01% | 300 |
|
|
2021
Q2 | $40K | Hold |
563
| – | – | 0.01% | 304 |
|
|
2021
Q1 | $42 | Hold |
563
| – | – | 0.01% | 294 |
|
|
2020
Q4 | $41K | Hold |
563
| – | – | 0.01% | 271 |
|
|
2020
Q3 | $44K | Hold |
563
| – | – | 0.02% | 252 |
|
|
2020
Q2 | $40K | Hold |
563
| – | – | 0.02% | 269 |
|
|
2020
Q1 | $44K | Hold |
563
| – | – | 0.02% | 234 |
|
|
2019
Q4 | $51K | Buy |
+563
| New | +$51K | 0.02% | 242 |
|