Wealth Quarterback’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,008
| Closed | -$209K | – | 123 |
|
|
2024
Q3 | $209K | Buy |
+2,008
| New | +$209K | 0.11% | 119 |
|
|
2024
Q2 | – | Sell |
-2,219
| Closed | -$202K | – | 127 |
|
|
2024
Q1 | $202K | Buy |
2,219
+18
| +0.8% | +$1.64K | 0.11% | 114 |
|
|
2023
Q4 | $200K | Buy |
+2,201
| New | +$200K | 0.12% | 111 |
|
|
2023
Q2 | – | Sell |
-2,166
| Closed | -$207K | – | 124 |
|
|
2023
Q1 | $207K | Buy |
2,166
+16
| +0.7% | +$1.53K | 0.18% | 107 |
|
|
2022
Q4 | $205K | Buy |
+2,150
| New | +$205K | 0.17% | 104 |
|
|
2022
Q3 | – | Sell |
-2,269
| Closed | -$216K | – | 105 |
|
|
2022
Q2 | $216K | Buy |
+2,269
| New | +$216K | 0.17% | 103 |
|
|
2021
Q3 | $161K | Buy |
22,966
+20,495
| +829% | +$144K | 0.11% | 125 |
|
|
2021
Q2 | $178K | Buy |
+2,471
| New | +$178K | 0.11% | 121 |
|
|
2020
Q2 | – | Sell |
-1,131
| Closed | -$88.2K | – | 286 |
|
|
2020
Q1 | $88.2K | Sell |
1,131
-421
| -27% | -$32.8K | 0.08% | 157 |
|
|
2019
Q4 | $140K | Buy |
+1,552
| New | +$140K | 0.12% | 133 |
|