WCM
Windsor Capital Management’s Consolidated Edison ED Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-400
| Closed | -$26K | – | 180 |
|
2015
Q3 | $26K | Buy |
+400
| New | +$26K | 0.02% | 227 |
|
2014
Q1 | – | Sell |
-1,638
| Closed | -$91K | – | 129 |
|
2013
Q4 | $91K | Sell |
1,638
-35
| -2% | -$1.94K | 0.05% | 126 |
|
2013
Q3 | $92K | Buy |
1,673
+123
| +8% | +$6.76K | 0.05% | 124 |
|
2013
Q2 | $90K | Buy |
+1,550
| New | +$90K | 0.05% | 112 |
|