Wealthspan Partners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
2,286
+7
| +0.3% | +$702 | 0.09% | 105 |
|
|
2025
Q1 | $252K | Buy |
2,279
+6
| +0.3% | +$664 | 0.12% | 97 |
|
|
2024
Q4 | $203K | Buy |
2,273
+6
| +0.3% | +$535 | 0.1% | 105 |
|
|
2024
Q3 | $236K | Buy |
2,267
+6
| +0.3% | +$625 | 0.12% | 99 |
|
|
2024
Q2 | $202K | Buy |
2,261
+7
| +0.3% | +$626 | 0.11% | 100 |
|
|
2024
Q1 | $205K | Buy |
+2,254
| New | +$205K | 0.12% | 96 |
|