SWA
Sutton Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $78.7K | Buy |
920
+55
| +6% | +$4.7K | 0.04% | 190 |
|
|
2023
Q2 | $78.2K | Hold |
865
| – | – | 0.04% | 189 |
|
|
2023
Q1 | $82.8K | Sell |
865
-846
| -49% | -$80.9K | 0.04% | 168 |
|
|
2022
Q4 | $163K | Buy |
1,711
+25
| +1% | +$2.38K | 0.06% | 195 |
|
|
2022
Q3 | $145K | Buy |
1,686
+430
| +34% | +$36.9K | 0.06% | 203 |
|
|
2022
Q2 | $119K | Buy |
1,256
+206
| +20% | +$19.6K | 0.05% | 219 |
|
|
2022
Q1 | $99.4K | Buy |
1,050
+232
| +28% | +$22K | 0.03% | 250 |
|
|
2021
Q4 | $69.8K | Hold |
818
| – | – | 0.02% | 328 |
|
|
2021
Q3 | $59.4K | Hold |
818
| – | – | 0.02% | 356 |
|
|
2021
Q2 | $58.7K | Hold |
818
| – | – | 0.02% | 366 |
|
|
2021
Q1 | $61.2K | Buy |
818
+72
| +10% | +$5.39K | 0.02% | 345 |
|
|
2020
Q4 | $53.9K | Hold |
746
| – | – | 0.02% | 337 |
|
|
2020
Q3 | $58K | Buy |
746
+9
| +1% | +$700 | 0.03% | 277 |
|
|
2020
Q2 | $53K | Hold |
737
| – | – | 0.03% | 288 |
|
|
2020
Q1 | $57.5K | Buy |
737
+6
| +0.8% | +$468 | 0.04% | 245 |
|
|
2019
Q4 | $66.1K | Hold |
731
| – | – | 0.03% | 259 |
|
|
2019
Q3 | $69.1K | Hold |
731
| – | – | 0.04% | 245 |
|
|
2019
Q2 | $64.1K | Hold |
731
| – | – | 0.04% | 254 |
|
|
2019
Q1 | $62K | Hold |
731
| – | – | 0.04% | 255 |
|
|
2018
Q4 | $55.9K | Hold |
731
| – | – | 0.04% | 258 |
|
|
2018
Q3 | $55.7K | Hold |
731
| – | – | 0.04% | 269 |
|
|
2018
Q2 | $57K | Hold |
731
| – | – | 0.04% | 258 |
|
|
2018
Q1 | $57K | Sell |
731
-6
| -0.8% | -$468 | 0.04% | 252 |
|
|
2017
Q4 | $62.6K | Hold |
737
| – | – | 0.05% | 236 |
|
|
2017
Q3 | $59.5K | Hold |
737
| – | – | 0.05% | 243 |
|
|
2017
Q2 | $59.6K | Hold |
737
| – | – | 0.05% | 240 |
|
|
2017
Q1 | $57.2K | Hold |
737
| – | – | 0.05% | 240 |
|
|
2016
Q4 | $54.3K | Hold |
737
| – | – | 0.05% | 253 |
|
|
2016
Q3 | $55.5K | Buy |
737
+140
| +23% | +$10.5K | 0.05% | 239 |
|
|
2016
Q2 | $48K | Sell |
597
-313
| -34% | -$25.2K | 0.05% | 250 |
|
|
2016
Q1 | $69.7K | Buy |
+910
| New | +$69.7K | 0.07% | 207 |
|