TIA
Traphagen Investment Advisors’s Consolidated Edison ED Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.14M | Sell |
11,366
-88
| -0.8% | -$8.83K | 0.11% | 67 |
|
2025
Q1 | $1.27M | Buy |
11,454
+1,961
| +21% | +$217K | 0.13% | 58 |
|
2024
Q4 | $847K | Buy |
9,493
+2
| +0% | +$178 | 0.09% | 80 |
|
2024
Q3 | $988K | Buy |
9,491
+13
| +0.1% | +$1.35K | 0.1% | 71 |
|
2024
Q2 | $847K | Buy |
9,478
+5
| +0.1% | +$447 | 0.09% | 76 |
|
2024
Q1 | $860K | Sell |
9,473
-63
| -0.7% | -$5.72K | 0.09% | 76 |
|
2023
Q4 | $867K | Buy |
9,536
+851
| +10% | +$77.4K | 0.1% | 67 |
|
2023
Q3 | $743K | Buy |
8,685
+5,970
| +220% | +$511K | 0.09% | 68 |
|
2023
Q2 | $245K | Buy |
+2,715
| New | +$245K | 0.03% | 136 |
|