Surevest’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.64M Sell
2022
Q2
$4.09M Buy
2022
Q1
$4.03M Sell
2021
Q4
$4.88M Sell
2021
Q3
$4.33M Buy
2021
Q2
$4.02M Buy
2021
Q1
$4.08M Buy
2020
Q4
$3.41M Buy
2020
Q3
$3.45M Buy
2020
Q2
$2.73M Buy
2020
Q1
$2.64M Buy
2019
Q4
$2.13M Buy
2019
Q3
$1.68M Buy
2019
Q2
$1.4M Buy
2019
Q1
$821K Buy
2018
Q4
$403K Buy