Towerpoint Wealth’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 |
-2,561
| Closed | -$244K | – | 81 |
|
|
2022
Q4 | $244K | Sell |
2,561
-10
| -0.4% | -$953 | 0.14% | 74 |
|
|
2022
Q3 | $220K | Buy |
2,571
+19
| +0.7% | +$1.63K | 0.13% | 78 |
|
|
2022
Q2 | $243K | Buy |
2,552
+92
| +4% | +$8.76K | 0.15% | 75 |
|
|
2022
Q1 | $233K | Buy |
2,460
+8
| +0.3% | +$758 | 0.12% | 75 |
|
|
2021
Q4 | $209K | Buy |
+2,452
| New | +$209K | 0.1% | 79 |
|