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WealthPLAN Partners’s Consolidated Edison ED Stock Holding History

WealthPLAN Partners’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,778
Closed -$161K – 519
2023
Q2 		$161K Sell
1,778
-16
-0.9% -$1.53K 0.02% 329
2023
Q1 		$172K Buy
+1,794
New +$168K 0.02% 336
2017
Q2 		– Sell
-179
Closed -$14.1K – 245
2017
Q1 		$14.1K Buy
+179
New +$13.5K 0.05% 223
2016
Q3 		$204K Sell
2,807
-2,765
-50% -$215K 0.07% 145
2016
Q2 		$227K Buy
+5,572
New +$419K 0.03% 341
2015
Q4 		$147K Buy
+5,671
New +$364K 0.02% 326
2015
Q2 		$21K Sell
358
-729
-67% -$44K 0.01% 248
2015
Q1 		$65K Buy
+1,087
New +$70.6K 0.03% 214

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