YorkBridge Wealth Partners’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$499K Sell
2022
Q3
$470K Hold
2022
Q2
$521K Hold
2022
Q1
$519K Hold
2021
Q4
$468K Hold
2021
Q3
$398K Buy
2019
Q3
Sell
2019
Q2
$129K Buy
2019
Q1
$125K Buy
2018
Q4
$112K Buy
2018
Q3
$111K Buy
2018
Q2
$114K Sell
2018
Q1
$131K Buy
2017
Q4
$55K Buy
2017
Q3
$40K Hold
2017
Q2
$40K Hold
2017
Q1
$40K Hold
2016
Q4
$35K Buy