Appleton Partners’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 | – | Sell |
-5,271
| Closed | -$374K | – | 296 |
|
|
2023
Q2 | $374K | Buy |
5,271
+130
| +3% | +$9.22K | 0.03% | 223 |
|
|
2023
Q1 | $402K | Hold |
5,141
| – | – | 0.04% | 229 |
|
|
2022
Q4 | $431K | Buy |
5,141
+133
| +3% | +$11.2K | 0.04% | 215 |
|
|
2022
Q3 | $390K | Sell |
5,008
-41
| -0.8% | -$3.19K | 0.04% | 222 |
|
|
2022
Q2 | $426K | Buy |
5,049
+560
| +12% | +$47.2K | 0.04% | 217 |
|
|
2022
Q1 | $396K | Buy |
+4,489
| New | +$396K | 0.03% | 233 |
|