Advisor Partners II’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $590K | Buy |
10,149
+1,831
| +22% | +$106K | 0.02% | 650 |
|
|
2023
Q2 | $590K | Sell |
8,318
-1,547
| -16% | -$110K | 0.03% | 549 |
|
|
2023
Q1 | $772K | Buy |
9,865
+967
| +11% | +$75.7K | 0.04% | 417 |
|
|
2022
Q4 | $746K | Sell |
8,898
-1,796
| -17% | -$151K | 0.05% | 394 |
|
|
2022
Q3 | $834K | Buy |
+10,694
| New | +$834K | 0.06% | 314 |
|