WLPWM
Walled Lake Planning & Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
2,291
-2,142
| -48% | -$215K | 0.08% | 123 |
|
|
2025
Q1 | $490K | Buy |
4,433
+1
| +0% | +$111 | 0.17% | 70 |
|
|
2024
Q4 | $395K | Buy |
4,432
+2
| +0% | +$178 | 0.15% | 86 |
|
|
2024
Q3 | $461K | Buy |
+4,430
| New | +$461K | 0.17% | 69 |
|
|
2021
Q4 | – | Sell |
-132
| Closed | -$10K | – | 162 |
|
|
2021
Q3 | $10K | Buy |
132
+1
| +0.8% | +$76 | 0.01% | 255 |
|
|
2021
Q2 | $9K | Buy |
131
+1
| +0.8% | +$69 | 0.01% | 248 |
|
|
2021
Q1 | $10K | Buy |
130
+1
| +0.8% | +$77 | 0.01% | 234 |
|
|
2020
Q4 | $9K | Buy |
129
+1
| +0.8% | +$70 | 0.01% | 216 |
|
|
2020
Q3 | $10K | Buy |
128
+1
| +0.8% | +$78 | 0.01% | 212 |
|
|
2020
Q2 | $9K | Buy |
127
+1
| +0.8% | +$71 | 0.01% | 205 |
|
|
2020
Q1 | $10K | Buy |
126
+1
| +0.8% | +$79 | 0.01% | 184 |
|
|
2019
Q4 | $11K | Buy |
+125
| New | +$11K | 0.01% | 193 |
|