Advisor Resource Council’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,746
| Closed | -$220K | – | 184 |
|
|
2023
Q1 | $220K | Buy |
+2,746
| New | +$220K | 0.06% | 225 |
|
|
2022
Q3 | – | Sell |
-8,287
| Closed | -$700K | – | 250 |
|
|
2022
Q2 | $700K | Buy |
8,287
+4,204
| +103% | +$355K | 0.06% | 240 |
|
|
2022
Q1 | $360K | Sell |
4,083
-510
| -11% | -$45K | 0.11% | 143 |
|
|
2021
Q4 | $417K | Buy |
+4,593
| New | +$417K | 0.03% | 365 |
|