West Financial Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $47.4K | Hold |
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|
2025
Q2 | $47.4K | Hold |
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|
2025
Q1 | $52.2K | Hold |
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|
2024
Q4 | $42.1K | Hold |
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|
2024
Q3 | $49.1K | Hold |
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|
2024
Q2 | $42.2K | Hold |
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|
2024
Q1 | $42.9K | Hold |
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|
2023
Q4 | $42.9K | Hold |
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|
2023
Q3 | $40.4K | Hold |
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|
2023
Q2 | $42.7K | Buy |
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|
2023
Q1 | $38.5K | Hold |
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|
2022
Q4 | $38.3K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $38K | Sell |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $46K | Buy |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $29K | Buy |
|