Transamerica Financial Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 618 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 453 |
|
|
2023
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 425 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$1K | – | 633 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 435 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 447 |
|
|
2016
Q2 | – | Sell |
-790
| Closed | -$61K | – | 475 |
|
|
2016
Q1 | $61K | Buy |
790
+749
| +1,827% | +$57.8K | 0.01% | 349 |
|
|
2015
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 691 |
|
|
2015
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 680 |
|
|
2015
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 734 |
|
|
2015
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 733 |
|
|
2014
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 581 |
|
|
2014
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 553 |
|
|
2014
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 576 |
|
|
2014
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 541 |
|
|
2013
Q4 | $3K | Sell |
41
-2
| -5% | -$146 | ﹤0.01% | 526 |
|
|
2013
Q3 | $3K | Sell |
43
-802
| -95% | -$56K | ﹤0.01% | 522 |
|
|
2013
Q2 | $50K | Buy |
+845
| New | +$50K | 0.01% | 277 |
|