Aevitas Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $545K | Buy |
6,500
+154
| +2% | +$12.9K | 0.32% | 66 |
|
|
2022
Q3 | $495K | Buy |
6,346
+12
| +0.2% | +$936 | 0.37% | 66 |
|
|
2022
Q2 | $535K | Sell |
6,334
-121
| -2% | -$10.2K | 0.36% | 68 |
|
|
2022
Q1 | $569K | Buy |
6,455
+18
| +0.3% | +$1.59K | 0.35% | 70 |
|
|
2021
Q4 | $586K | Buy |
6,437
+16
| +0.2% | +$1.46K | 0.35% | 72 |
|
|
2021
Q3 | $525K | Buy |
6,421
+18
| +0.3% | +$1.47K | 0.33% | 75 |
|
|
2021
Q2 | $514K | Buy |
6,403
+18
| +0.3% | +$1.45K | 0.33% | 78 |
|
|
2021
Q1 | $553K | Buy |
6,385
+17
| +0.3% | +$1.47K | 0.39% | 66 |
|
|
2020
Q4 | $551K | Buy |
6,368
+16
| +0.3% | +$1.38K | 0.4% | 64 |
|
|
2020
Q3 | $531K | Buy |
6,352
+180
| +3% | +$15K | 0.44% | 64 |
|
|
2020
Q2 | $514K | Sell |
6,172
-89
| -1% | -$7.41K | 0.47% | 59 |
|
|
2020
Q1 | $490K | Buy |
6,261
+10
| +0.2% | +$783 | 0.55% | 55 |
|
|
2019
Q4 | $532K | Buy |
6,251
+8
| +0.1% | +$681 | 0.5% | 56 |
|
|
2019
Q3 | $534K | Buy |
6,243
+9
| +0.1% | +$770 | 0.54% | 55 |
|
|
2019
Q2 | $472K | Buy |
6,234
+9
| +0.1% | +$681 | 0.48% | 61 |
|
|
2019
Q1 | $441K | Buy |
6,225
+10
| +0.2% | +$708 | 0.39% | 70 |
|
|
2018
Q4 | $404K | Buy |
6,215
+10
| +0.2% | +$650 | 0.41% | 65 |
|
|
2018
Q3 | $381K | Buy |
6,205
+271
| +5% | +$16.6K | 0.35% | 74 |
|
|
2018
Q2 | $348K | Buy |
5,934
+17
| +0.3% | +$997 | 0.34% | 74 |
|
|
2018
Q1 | $349K | Sell |
5,917
-540
| -8% | -$31.9K | 0.35% | 72 |
|
|
2017
Q4 | $408K | Buy |
+6,457
| New | +$408K | 0.39% | 64 |
|