APW
Acima Private Wealth’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 208 |
|
|
2023
Q4 | – | Sell |
-1,800
| Closed | -$105K | – | 245 |
|
|
2023
Q3 | $105K | Sell |
1,800
-2,000
| -53% | -$116K | 0.05% | 143 |
|
|
2023
Q2 | $269K | Hold |
3,800
| – | – | 0.13% | 111 |
|
|
2023
Q1 | $297K | Hold |
3,800
| – | – | 0.15% | 102 |
|
|
2022
Q4 | $319K | Hold |
3,800
| – | – | 0.16% | 98 |
|
|
2022
Q3 | $296K | Hold |
3,800
| – | – | 0.15% | 96 |
|
|
2022
Q2 | $321K | Hold |
3,800
| – | – | 0.16% | 97 |
|
|
2022
Q1 | $335K | Hold |
3,800
| – | – | 0.15% | 104 |
|
|
2021
Q4 | $346K | Hold |
3,800
| – | – | 0.15% | 105 |
|
|
2021
Q3 | $311K | Hold |
3,800
| – | – | 0.14% | 102 |
|
|
2021
Q2 | $305K | Hold |
3,800
| – | – | 0.14% | 106 |
|
|
2021
Q1 | $329K | Hold |
3,800
| – | – | 0.16% | 97 |
|
|
2020
Q4 | $329K | Hold |
3,800
| – | – | 0.17% | 93 |
|
|
2020
Q3 | $317K | Hold |
3,800
| – | – | 0.19% | 86 |
|
|
2020
Q2 | $316K | Hold |
3,800
| – | – | 0.2% | 89 |
|
|
2020
Q1 | $297K | Hold |
3,800
| – | – | 0.23% | 86 |
|
|
2019
Q4 | $323K | Hold |
3,800
| – | – | 0.22% | 99 |
|
|
2019
Q3 | $324K | Hold |
3,800
| – | – | 0.25% | 92 |
|
|
2019
Q2 | $288K | Hold |
3,800
| – | – | 0.23% | 96 |
|
|
2019
Q1 | $270K | Hold |
3,800
| – | – | 0.23% | 97 |
|
|
2018
Q4 | $247K | Buy |
+3,800
| New | +$247K | 0.24% | 95 |
|