WealthPLAN Partners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,778
| Closed | -$161K | – | 519 |
|
|
2023
Q2 | $161K | Sell |
1,778
-16
| -0.9% | -$1.45K | 0.02% | 329 |
|
|
2023
Q1 | $172K | Buy |
+1,794
| New | +$172K | 0.02% | 336 |
|
|
2017
Q2 | – | Sell |
-179
| Closed | -$14.1K | – | 244 |
|
|
2017
Q1 | $14.1K | Buy |
+179
| New | +$14.1K | 0.05% | 223 |
|
|
2016
Q3 | $204K | Sell |
2,807
-2,765
| -50% | -$201K | 0.07% | 145 |
|
|
2016
Q2 | $227K | Buy |
+5,572
| New | +$227K | 0.03% | 341 |
|
|
2015
Q4 | $147K | Buy |
+5,671
| New | +$147K | 0.02% | 326 |
|
|
2015
Q2 | $21K | Sell |
358
-729
| -67% | -$42.8K | 0.01% | 248 |
|
|
2015
Q1 | $65K | Buy |
+1,087
| New | +$65K | 0.03% | 214 |
|