Wagner Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-174
| Closed | -$15K | – | 376 |
|
|
2022
Q3 | $15K | Sell |
174
-260
| -60% | -$22.4K | 0.01% | 359 |
|
|
2022
Q2 | $41K | Buy |
+434
| New | +$41K | 0.03% | 228 |
|
|
2022
Q1 | – | Sell |
-514
| Closed | -$44K | – | 337 |
|
|
2021
Q4 | $44K | Hold |
514
| – | – | 0.03% | 271 |
|
|
2021
Q3 | $39K | Hold |
514
| – | – | 0.03% | 271 |
|
|
2021
Q2 | $37K | Hold |
514
| – | – | 0.03% | 295 |
|
|
2021
Q1 | $38K | Buy |
+514
| New | +$38K | 0.03% | 261 |
|
|
2018
Q3 | $16K | Hold |
208
| – | – | 0.01% | 364 |
|
|
2018
Q2 | $16K | Buy |
+208
| New | +$16K | 0.01% | 335 |
|