WESPAC Advisors SoCal’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-50
| Closed | -$4K | – | 143 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 294 |
|
|
2018
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 302 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$16K | – | 276 |
|
|
2017
Q4 | $16K | Hold |
200
| – | – | 0.01% | 169 |
|
|
2017
Q3 | $16K | Hold |
200
| – | – | 0.01% | 179 |
|
|
2017
Q2 | $16K | Hold |
200
| – | – | 0.01% | 166 |
|
|
2017
Q1 | $15.5K | Sell |
200
-150
| -43% | -$11.6K | 0.01% | 168 |
|
|
2016
Q4 | $25.8K | Hold |
350
| – | – | 0.02% | 140 |
|
|
2016
Q3 | $26.4K | Sell |
350
-80
| -19% | -$6.02K | 0.02% | 135 |
|
|
2016
Q2 | $34.6K | Hold |
430
| – | – | 0.02% | 129 |
|
|
2016
Q1 | $32.9K | Sell |
430
-350
| -45% | -$26.8K | 0.02% | 129 |
|
|
2015
Q4 | $50K | Buy |
+780
| New | +$50K | 0.03% | 123 |
|