TA
Tiedemann Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $791K | Hold |
9,250
| – | – | 0.03% | 137 |
|
|
2023
Q2 | $836K | Buy |
+9,250
| New | +$836K | 0.04% | 128 |
|
|
2021
Q3 | – | Sell |
-9,361
| Closed | -$671K | – | 313 |
|
|
2021
Q2 | $671K | Sell |
9,361
-8
| -0.1% | -$573 | 0.03% | 208 |
|
|
2021
Q1 | $701K | Sell |
9,369
-1,575
| -14% | -$118K | 0.03% | 189 |
|
|
2020
Q4 | $790K | Buy |
10,944
+1,083
| +11% | +$78.2K | 0.04% | 169 |
|
|
2020
Q3 | $767K | Buy |
9,861
+9
| +0.1% | +$700 | 0.04% | 197 |
|
|
2020
Q2 | $709K | Sell |
9,852
-850
| -8% | -$61.2K | 0.04% | 189 |
|
|
2020
Q1 | $835K | Sell |
10,702
-8
| -0.1% | -$624 | 0.05% | 165 |
|
|
2019
Q4 | $969K | Buy |
10,710
+1,700
| +19% | +$154K | 0.05% | 164 |
|
|
2019
Q3 | $851K | Hold |
9,010
| – | – | 0.04% | 186 |
|
|
2019
Q2 | $791K | Sell |
9,010
-2,285
| -20% | -$201K | 0.04% | 173 |
|
|
2019
Q1 | $957K | Buy |
11,295
+16
| +0.1% | +$1.36K | 0.05% | 222 |
|
|
2018
Q4 | $862K | Buy |
11,279
+2,379
| +27% | +$182K | 0.04% | 222 |
|
|
2018
Q3 | $678K | Hold |
8,900
| – | – | 0.04% | 202 |
|
|
2018
Q2 | $694K | Hold |
8,900
| – | – | 0.04% | 201 |
|
|
2018
Q1 | $694K | Hold |
8,900
| – | – | 0.05% | 172 |
|
|
2017
Q4 | $756K | Buy |
+8,900
| New | +$756K | 0.06% | 132 |
|
|
2017
Q3 | – | Sell |
-9,556
| Closed | -$772K | – | 373 |
|
|
2017
Q2 | $772K | Buy |
9,556
+131
| +1% | +$10.6K | 0.06% | 248 |
|
|
2017
Q1 | $732K | Buy |
+9,425
| New | +$732K | 0.06% | 218 |
|
|
2016
Q4 | – | Sell |
-8,400
| Closed | -$619K | – | 325 |
|
|
2016
Q3 | $619K | Buy |
+8,400
| New | +$619K | 0.13% | 86 |
|