Acima Private Wealth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $269K | Hold |
|
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $335K | Hold |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $311K | Hold |
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|
2021
Q2 | $305K | Hold |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $329K | Hold |
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|
2020
Q3 | $317K | Hold |
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|
2020
Q2 | $316K | Hold |
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|
2020
Q1 | $297K | Hold |
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|
2019
Q4 | $323K | Hold |
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|
2019
Q3 | $324K | Hold |
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|
2019
Q2 | $288K | Hold |
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|
2019
Q1 | $270K | Hold |
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|
2018
Q4 | $247K | Buy |
|