TRUE Private Wealth Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-534
| Closed | -$38K | – | 368 |
|
|
2020
Q4 | $38K | Hold |
534
| – | – | 0.01% | 380 |
|
|
2020
Q3 | $41K | Buy |
534
+134
| +34% | +$10.3K | 0.01% | 346 |
|
|
2020
Q2 | $28K | Hold |
400
| – | – | 0.01% | 381 |
|
|
2020
Q1 | $31K | Hold |
400
| – | – | 0.01% | 338 |
|
|
2019
Q4 | $36K | Buy |
+400
| New | +$36K | 0.01% | 406 |
|