Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,348
| Closed | -$510K | – | 204 |
|
|
2022
Q4 | $510K | Buy |
+5,348
| New | +$510K | 0.26% | 99 |
|
|
2022
Q3 | – | Sell |
-887
| Closed | -$84K | – | 414 |
|
|
2022
Q2 | $84K | Buy |
+887
| New | +$84K | 0.04% | 338 |
|
|
2022
Q1 | – | Sell |
-4,458
| Closed | -$380K | – | 390 |
|
|
2021
Q4 | $380K | Hold |
4,458
| – | – | 0.17% | 136 |
|
|
2021
Q3 | $324K | Buy |
+4,458
| New | +$324K | 0.15% | 147 |
|
|
2021
Q2 | – | Sell |
-2,533
| Closed | -$189K | – | 331 |
|
|
2021
Q1 | $189K | Buy |
+2,533
| New | +$189K | 0.11% | 182 |
|
|
2020
Q1 | – | Sell |
-887
| Closed | -$80K | – | 223 |
|
|
2019
Q4 | $80K | Buy |
+887
| New | +$80K | 0.06% | 205 |
|