Amica Retiree Medical Trust’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63K | Hold |
992
| – | – | 0.09% | 121 |
|
|
2025
Q1 | $62K | Sell |
992
-177
| -15% | -$11.1K | 0.09% | 120 |
|
|
2024
Q4 | $67K | Hold |
1,169
| – | – | 0.06% | 124 |
|
|
2024
Q3 | $80K | Buy |
+1,169
| New | +$80K | 0.07% | 124 |
|
|
2023
Q3 | $382K | Hold |
6,568
| – | – | 0.45% | 72 |
|
|
2023
Q2 | $466K | Hold |
6,568
| – | – | 0.52% | 63 |
|
|
2023
Q1 | $514K | Buy |
6,568
+2,866
| +77% | +$224K | 0.54% | 65 |
|
|
2022
Q4 | $310K | Buy |
+3,702
| New | +$310K | 0.4% | 79 |
|
|
2017
Q3 | – | Sell |
-1,874
| Closed | -$114K | – | 372 |
|
|
2017
Q2 | $114K | Hold |
1,874
| – | – | 0.09% | 247 |
|
|
2017
Q1 | $110K | Hold |
1,874
| – | – | 0.09% | 250 |
|
|
2016
Q4 | $104K | Buy |
+1,874
| New | +$104K | 0.08% | 270 |
|