YorkBridge Wealth Partners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $499K | Sell |
5,233
-250
| -5% | -$23.8K | 0.13% | 124 |
|
|
2022
Q3 | $470K | Hold |
5,483
| – | – | 0.12% | 124 |
|
|
2022
Q2 | $521K | Hold |
5,483
| – | – | 0.14% | 123 |
|
|
2022
Q1 | $519K | Hold |
5,483
| – | – | 0.11% | 136 |
|
|
2021
Q4 | $468K | Hold |
5,483
| – | – | 0.1% | 148 |
|
|
2021
Q3 | $398K | Buy |
+5,483
| New | +$398K | 0.1% | 161 |
|
|
2019
Q3 | – | Sell |
-1,470
| Closed | -$129K | – | 302 |
|
|
2019
Q2 | $129K | Buy |
1,470
+2
| +0.1% | +$176 | 0.06% | 251 |
|
|
2019
Q1 | $125K | Buy |
1,468
+2
| +0.1% | +$170 | 0.06% | 243 |
|
|
2018
Q4 | $112K | Buy |
1,466
+2
| +0.1% | +$153 | 0.06% | 230 |
|
|
2018
Q3 | $111K | Buy |
1,464
+1
| +0.1% | +$76 | 0.05% | 266 |
|
|
2018
Q2 | $114K | Sell |
1,463
-248
| -14% | -$19.3K | 0.05% | 272 |
|
|
2018
Q1 | $131K | Buy |
1,711
+1,002
| +141% | +$76.7K | 0.06% | 242 |
|
|
2017
Q4 | $55K | Buy |
709
+209
| +42% | +$16.2K | 0.03% | 367 |
|
|
2017
Q3 | $40K | Hold |
500
| – | – | 0.02% | 400 |
|
|
2017
Q2 | $40K | Hold |
500
| – | – | 0.02% | 396 |
|
|
2017
Q1 | $40K | Hold |
500
| – | – | 0.02% | 394 |
|
|
2016
Q4 | $35K | Buy |
+500
| New | +$35K | 0.02% | 400 |
|