Abacus Wealth Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,954
| Closed | -$249K | – | 79 |
|
|
2022
Q2 | $249K | Buy |
2,954
+14
| +0.5% | +$1.18K | 0.13% | 64 |
|
|
2022
Q1 | $259K | Sell |
2,940
-82
| -3% | -$7.23K | 0.12% | 66 |
|
|
2021
Q4 | $275K | Sell |
3,022
-9
| -0.3% | -$819 | 0.1% | 85 |
|
|
2021
Q3 | $248K | Sell |
3,031
-54
| -2% | -$4.42K | 0.09% | 87 |
|
|
2021
Q2 | $248K | Buy |
3,085
+11
| +0.4% | +$883 | 0.1% | 92 |
|
|
2021
Q1 | $266K | Sell |
3,074
-136
| -4% | -$11.8K | 0.19% | 78 |
|
|
2020
Q4 | $278K | Buy |
+3,210
| New | +$278K | 0.24% | 60 |
|