AWM
Altavista Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $392K | Hold |
4,307
| – | – | 0.08% | 140 |
|
|
2021
Q3 | $352K | Hold |
4,307
| – | – | 0.08% | 140 |
|
|
2021
Q2 | $346K | Hold |
4,307
| – | – | 0.08% | 144 |
|
|
2021
Q1 | $373K | Sell |
4,307
-220
| -5% | -$19.1K | 0.09% | 130 |
|
|
2020
Q4 | $392K | Hold |
4,527
| – | – | 0.1% | 128 |
|
|
2020
Q3 | $378K | Hold |
4,527
| – | – | 0.1% | 125 |
|
|
2020
Q2 | $377K | Hold |
4,527
| – | – | 0.11% | 116 |
|
|
2020
Q1 | $354K | Buy |
4,527
+1,367
| +43% | +$107K | 0.12% | 113 |
|
|
2019
Q4 | $269K | Sell |
3,160
-1,667
| -35% | -$142K | 0.08% | 145 |
|
|
2019
Q3 | $413K | Hold |
4,827
| – | – | 0.13% | 111 |
|
|
2019
Q2 | $366K | Hold |
4,827
| – | – | 0.12% | 114 |
|
|
2019
Q1 | $342K | Hold |
4,827
| – | – | 0.12% | 117 |
|
|
2018
Q4 | $314K | Hold |
4,827
| – | – | 0.13% | 117 |
|
|
2018
Q3 | $297K | Hold |
4,827
| – | – | 0.11% | 125 |
|
|
2018
Q2 | $283K | Hold |
4,827
| – | – | 0.11% | 124 |
|
|
2018
Q1 | $284K | Buy |
+4,827
| New | +$284K | 0.12% | 123 |
|