Wealthspire Advisors (Maryland)’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $599K | Buy |
7,694
+1,240
| +19% | +$96.5K | 0.02% | 236 |
|
|
2020
Q2 | $464K | Sell |
6,454
-478
| -7% | -$34.4K | 0.03% | 273 |
|
|
2020
Q1 | $541K | Sell |
6,932
-2,382
| -26% | -$186K | 0.05% | 220 |
|
|
2019
Q4 | $843K | Buy |
9,314
+304
| +3% | +$27.5K | 0.06% | 192 |
|
|
2019
Q3 | $851K | Buy |
9,010
+75
| +0.8% | +$7.08K | 0.06% | 166 |
|
|
2019
Q2 | $783K | Sell |
8,935
-569
| -6% | -$49.9K | 0.06% | 173 |
|
|
2019
Q1 | $806K | Buy |
9,504
+741
| +8% | +$62.8K | 0.06% | 163 |
|
|
2018
Q4 | $670K | Buy |
8,763
+114
| +1% | +$8.72K | 0.06% | 171 |
|
|
2018
Q3 | $659K | Sell |
8,649
-34
| -0.4% | -$2.59K | 0.05% | 195 |
|
|
2018
Q2 | $677K | Sell |
8,683
-96
| -1% | -$7.49K | 0.06% | 184 |
|
|
2018
Q1 | $684K | Buy |
8,779
+32
| +0.4% | +$2.49K | 0.06% | 189 |
|
|
2017
Q4 | $743K | Buy |
8,747
+74
| +0.9% | +$6.29K | 0.07% | 174 |
|
|
2017
Q3 | $700K | Buy |
8,673
+26
| +0.3% | +$2.1K | 0.08% | 174 |
|
|
2017
Q2 | $699K | Buy |
8,647
+4,305
| +99% | +$348K | 0.08% | 163 |
|
|
2017
Q1 | $337K | Buy |
4,342
+226
| +5% | +$17.5K | 0.05% | 264 |
|
|
2016
Q4 | $303K | Buy |
4,116
+43
| +1% | +$3.17K | 0.05% | 272 |
|
|
2016
Q3 | $307K | Sell |
4,073
-197
| -5% | -$14.8K | 0.05% | 267 |
|
|
2016
Q2 | $344K | Buy |
4,270
+216
| +5% | +$17.4K | 0.06% | 224 |
|
|
2016
Q1 | $311K | Sell |
4,054
-507
| -11% | -$38.9K | 0.05% | 245 |
|
|
2015
Q4 | $293K | Buy |
+4,561
| New | +$293K | 0.05% | 258 |
|