Apriem Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,004
| Closed | -$117K | – | 206 |
|
|
2018
Q2 | $117K | Buy |
+2,004
| New | +$117K | 0.03% | 159 |
|
|
2017
Q2 | – | Sell |
-2,004
| Closed | -$118K | – | 258 |
|
|
2017
Q1 | $118K | Hold |
2,004
| – | – | 0.03% | 158 |
|
|
2016
Q4 | $111K | Hold |
2,004
| – | – | 0.03% | 155 |
|
|
2016
Q3 | $109K | Hold |
2,004
| – | – | 0.03% | 157 |
|
|
2016
Q2 | $120K | Sell |
2,004
-93
| -4% | -$5.57K | 0.04% | 150 |
|
|
2016
Q1 | $122K | Buy |
2,097
+93
| +5% | +$5.41K | 0.05% | 128 |
|
|
2015
Q4 | $102K | Hold |
2,004
| – | – | 0.04% | 136 |
|
|
2015
Q3 | $101K | Hold |
2,004
| – | – | 0.04% | 140 |
|
|
2015
Q2 | $91K | Hold |
2,004
| – | – | 0.03% | 146 |
|
|
2015
Q1 | $101K | Hold |
2,004
| – | – | 0.04% | 147 |
|
|
2014
Q4 | $107K | Hold |
2,004
| – | – | 0.04% | 127 |
|
|
2014
Q3 | $89K | Hold |
2,004
| – | – | 0.03% | 149 |
|
|
2014
Q2 | $95K | Hold |
2,004
| – | – | 0.04% | 151 |
|
|
2014
Q1 | $91K | Hold |
2,004
| – | – | 0.03% | 163 |
|
|
2013
Q4 | $85K | Hold |
2,004
| – | – | 0.03% | 157 |
|
|
2013
Q3 | $83K | Hold |
2,004
| – | – | 0.04% | 157 |
|
|
2013
Q2 | $84K | Buy |
+2,004
| New | +$84K | 0.04% | 153 |
|