TrueWealth LLC’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $49K | Hold |
682
| – | – | 0.02% | 276 |
|
|
2020
Q1 | $53K | Sell |
682
-363
| -35% | -$28.2K | 0.03% | 243 |
|
|
2019
Q4 | $95K | Hold |
1,045
| – | – | 0.04% | 210 |
|
|
2019
Q3 | $99K | Hold |
1,045
| – | – | 0.04% | 202 |
|
|
2019
Q2 | $92K | Sell |
1,045
-100
| -9% | -$8.8K | 0.04% | 204 |
|
|
2019
Q1 | $97K | Hold |
1,145
| – | – | 0.04% | 200 |
|
|
2018
Q4 | $88K | Hold |
1,145
| – | – | 0.04% | 196 |
|
|
2018
Q3 | $87K | Hold |
1,145
| – | – | 0.04% | 212 |
|
|
2018
Q2 | $89K | Hold |
1,145
| – | – | 0.04% | 210 |
|
|
2018
Q1 | $89K | Sell |
1,145
-22
| -2% | -$1.71K | 0.04% | 202 |
|
|
2017
Q4 | $99K | Buy |
+1,167
| New | +$99K | 0.05% | 213 |
|