Welch & Forbes’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,972
| Closed | -$232K | – | 366 |
|
|
2018
Q2 | $232K | Buy |
2,972
+300
| +11% | +$23.4K | 0.01% | 335 |
|
|
2018
Q1 | $209K | Sell |
2,672
-228
| -8% | -$17.8K | 0.01% | 344 |
|
|
2017
Q4 | $246K | Hold |
2,900
| – | – | 0.01% | 313 |
|
|
2017
Q3 | $234K | Hold |
2,900
| – | – | 0.01% | 313 |
|
|
2017
Q2 | $234K | Sell |
2,900
-363
| -11% | -$29.3K | 0.01% | 321 |
|
|
2017
Q1 | $254K | Buy |
3,263
+9
| +0.3% | +$701 | 0.01% | 307 |
|
|
2016
Q4 | $240K | Hold |
3,254
| – | – | 0.01% | 311 |
|
|
2016
Q3 | $245K | Hold |
3,254
| – | – | 0.01% | 270 |
|
|
2016
Q2 | $262K | Buy |
+3,254
| New | +$262K | 0.01% | 297 |
|