WFA
West Financial Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.4K | Hold |
472
| – | – | 0.01% | 103 |
|
|
2025
Q1 | $52.2K | Hold |
472
| – | – | 0.01% | 96 |
|
|
2024
Q4 | $42.1K | Hold |
472
| – | – | 0.01% | 102 |
|
|
2024
Q3 | $49.2K | Hold |
472
| – | – | 0.01% | 88 |
|
|
2024
Q2 | $42.2K | Hold |
472
| – | – | 0.01% | 84 |
|
|
2024
Q1 | $42.9K | Hold |
472
| – | – | 0.01% | 86 |
|
|
2023
Q4 | $42.9K | Hold |
472
| – | – | 0.01% | 87 |
|
|
2023
Q3 | $40.4K | Hold |
472
| – | – | 0.01% | 87 |
|
|
2023
Q2 | $42.7K | Buy |
472
+70
| +17% | +$6.33K | 0.01% | 84 |
|
|
2023
Q1 | $38.5K | Hold |
402
| – | – | 0.01% | 84 |
|
|
2022
Q4 | $38.3K | Hold |
402
| – | – | 0.01% | 82 |
|
|
2022
Q3 | $34K | Hold |
402
| – | – | 0.01% | 110 |
|
|
2022
Q2 | $38K | Sell |
402
-142
| -26% | -$13.4K | 0.01% | 105 |
|
|
2022
Q1 | $52K | Hold |
544
| – | – | 0.01% | 102 |
|
|
2021
Q4 | $46K | Buy |
544
+142
| +35% | +$12K | 0.01% | 112 |
|
|
2021
Q3 | $29K | Hold |
402
| – | – | 0.01% | 113 |
|
|
2021
Q2 | $29K | Hold |
402
| – | – | 0.01% | 104 |
|
|
2021
Q1 | $30K | Hold |
402
| – | – | 0.01% | 103 |
|
|
2020
Q4 | $29K | Buy |
+402
| New | +$29K | 0.01% | 100 |
|