Ashton Thomas Private Wealth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,170
| Closed | -$123K | – | 984 |
|
|
2024
Q2 | $123K | Buy |
+2,170
| New | +$123K | 0.01% | 703 |
|
|
2021
Q1 | – | Sell |
-9,018
| Closed | -$780K | – | 307 |
|
|
2020
Q4 | $780K | Buy |
9,018
+1,725
| +24% | +$149K | 0.15% | 178 |
|
|
2020
Q3 | $609K | Buy |
7,293
+648
| +10% | +$54.1K | 0.15% | 160 |
|
|
2020
Q2 | $553K | Buy |
6,645
+2,787
| +72% | +$232K | 0.16% | 151 |
|
|
2020
Q1 | $302K | Buy |
3,858
+300
| +8% | +$23.5K | 0.12% | 171 |
|
|
2019
Q4 | $303K | Buy |
3,558
+34
| +1% | +$2.89K | 0.1% | 189 |
|
|
2019
Q3 | $301K | Buy |
3,524
+126
| +4% | +$10.8K | 0.13% | 150 |
|
|
2019
Q2 | $257K | Buy |
3,398
+454
| +15% | +$34.4K | 0.1% | 164 |
|
|
2019
Q1 | $209K | Buy |
+2,944
| New | +$209K | 0.09% | 180 |
|