VA
Valmark Advisers’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
2,368
-6
| -0.3% | -$602 | ﹤0.01% | 594 |
|
|
2025
Q1 | $263K | Sell |
2,374
-28
| -1% | -$3.1K | ﹤0.01% | 544 |
|
|
2024
Q4 | $214K | Sell |
2,402
-200
| -8% | -$17.8K | ﹤0.01% | 573 |
|
|
2024
Q3 | $271K | Sell |
2,602
-106
| -4% | -$11K | ﹤0.01% | 517 |
|
|
2024
Q2 | $242K | Buy |
2,708
+56
| +2% | +$5.01K | ﹤0.01% | 513 |
|
|
2024
Q1 | $241K | Sell |
2,652
-216
| -8% | -$19.6K | ﹤0.01% | 488 |
|
|
2023
Q4 | $261K | Sell |
2,868
-200
| -7% | -$18.2K | ﹤0.01% | 449 |
|
|
2023
Q3 | $262K | Hold |
3,068
| – | – | 0.01% | 412 |
|
|
2023
Q2 | $277K | Hold |
3,068
| – | – | 0.01% | 415 |
|
|
2023
Q1 | $294K | Hold |
3,068
| – | – | 0.01% | 400 |
|
|
2022
Q4 | $292K | Hold |
3,068
| – | – | 0.01% | 371 |
|
|
2022
Q3 | $263K | Hold |
3,068
| – | – | 0.01% | 365 |
|
|
2022
Q2 | $292K | Hold |
3,068
| – | – | 0.01% | 352 |
|
|
2022
Q1 | $290K | Sell |
3,068
-200
| -6% | -$18.9K | 0.01% | 373 |
|
|
2021
Q4 | $279K | Hold |
3,268
| – | – | ﹤0.01% | 361 |
|
|
2021
Q3 | $237K | Hold |
3,268
| – | – | ﹤0.01% | 359 |
|
|
2021
Q2 | $234K | Buy |
3,268
+422
| +15% | +$30.2K | ﹤0.01% | 356 |
|
|
2021
Q1 | $213K | Hold |
2,846
| – | – | ﹤0.01% | 351 |
|
|
2020
Q4 | $206K | Buy |
+2,846
| New | +$206K | ﹤0.01% | 331 |
|
|
2020
Q1 | – | Sell |
-3,065
| Closed | -$277K | – | 232 |
|
|
2019
Q4 | $277K | Buy |
3,065
+156
| +5% | +$14.1K | 0.01% | 205 |
|
|
2019
Q3 | $275K | Buy |
2,909
+399
| +16% | +$37.7K | 0.01% | 202 |
|
|
2019
Q2 | $220K | Buy |
2,510
+131
| +6% | +$11.5K | ﹤0.01% | 211 |
|
|
2019
Q1 | $202K | Buy |
+2,379
| New | +$202K | ﹤0.01% | 215 |
|