Aspiriant LLC’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,291
| Closed | -$259K | – | 112 |
|
|
2017
Q3 | $259K | Hold |
4,291
| – | – | 0.02% | 177 |
|
|
2017
Q2 | $261K | Sell |
4,291
-4,039
| -48% | -$246K | 0.02% | 183 |
|
|
2017
Q1 | $490K | Buy |
8,330
+43
| +0.5% | +$2.53K | 0.04% | 150 |
|
|
2016
Q4 | $458K | Sell |
8,287
-8,287
| -50% | -$458K | 0.04% | 142 |
|
|
2016
Q3 | $898K | Buy |
16,574
+1,181
| +8% | +$64K | 0.09% | 109 |
|
|
2016
Q2 | $922K | Buy |
+15,393
| New | +$922K | 0.09% | 108 |
|