True Wealth Design’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 | $10.1K | Buy |
101
+27
| +36% | +$2.71K | ﹤0.01% | 576 |
|
|
2025
Q1 | $8.18K | Buy |
74
+62
| +517% | +$6.86K | ﹤0.01% | 539 |
|
|
2024
Q4 | $1.07K | Sell |
12
-598
| -98% | -$53.4K | ﹤0.01% | 917 |
|
|
2024
Q3 | $63.5K | Buy |
610
+598
| +4,983% | +$62.3K | 0.02% | 100 |
|
|
2024
Q2 | $1.07K | Buy |
12
+3
| +33% | +$269 | ﹤0.01% | 496 |
|
|
2024
Q1 | $818 | Buy |
9
+4
| +80% | +$364 | ﹤0.01% | 509 |
|
|
2023
Q4 | $455 | Hold |
5
| – | – | ﹤0.01% | 491 |
|
|
2023
Q3 | $428 | Hold |
5
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $452 | Hold |
5
| – | – | ﹤0.01% | 466 |
|
|
2023
Q1 | $479 | Hold |
5
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $477 | Buy |
+5
| New | +$477 | ﹤0.01% | 463 |
|