WFG Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $106K | Buy |
1,308
+214
| +20% | +$17.3K | 0.02% | 517 |
|
|
2017
Q1 | $85K | Buy |
1,094
+196
| +22% | +$15.2K | 0.02% | 526 |
|
|
2016
Q4 | $66K | Buy |
898
+5
| +0.6% | +$367 | 0.02% | 652 |
|
|
2016
Q3 | $67K | Buy |
893
+5
| +0.6% | +$375 | 0.02% | 634 |
|
|
2016
Q2 | $71K | Buy |
888
+434
| +96% | +$34.7K | 0.02% | 595 |
|
|
2016
Q1 | $35K | Sell |
454
-201
| -31% | -$15.5K | 0.01% | 757 |
|
|
2015
Q4 | $42K | Buy |
655
+3
| +0.5% | +$192 | 0.01% | 710 |
|
|
2015
Q3 | $44K | Sell |
652
-2,485
| -79% | -$168K | 0.01% | 687 |
|
|
2015
Q2 | $182K | Sell |
3,137
-1,183
| -27% | -$68.6K | 0.05% | 368 |
|
|
2015
Q1 | $264K | Sell |
4,320
-4,558
| -51% | -$279K | 0.07% | 285 |
|
|
2014
Q4 | $586K | Buy |
8,878
+51
| +0.6% | +$3.37K | 0.12% | 189 |
|
|
2014
Q3 | $500K | Buy |
8,827
+4,699
| +114% | +$266K | 0.1% | 256 |
|
|
2014
Q2 | $238K | Buy |
4,128
+2,265
| +122% | +$131K | 0.04% | 414 |
|
|
2014
Q1 | $100K | Sell |
1,863
-4,925
| -73% | -$264K | 0.02% | 638 |
|
|
2013
Q4 | $375K | Sell |
6,788
-1,076
| -14% | -$59.4K | 0.05% | 370 |
|
|
2013
Q3 | $434K | Sell |
7,864
-383
| -5% | -$21.1K | 0.07% | 308 |
|
|
2013
Q2 | $481K | Buy |
+8,247
| New | +$481K | 0.08% | 271 |
|