Triad Wealth Partners’s Consolidated Edison ED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Buy	2,220 +58	+3%	+$5.82K	0.05%	263
2025 Q1	$239K	Buy	+2,162	New	+$239K	0.07%	185
2024 Q3	–	Sell	-1,238	Closed	-$111K	–	289
2024 Q2	$111K	Buy	+1,238	New	+$111K	0.06%	144