Atlas Capital Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15
| Closed | -$1.36K | – | 930 |
|
|
2021
Q4 | $1.36K | Hold |
15
| – | – | ﹤0.01% | 867 |
|
|
2021
Q3 | $1.23K | Hold |
15
| – | – | ﹤0.01% | 883 |
|
|
2021
Q2 | $1.2K | Sell |
15
-97
| -87% | -$7.78K | ﹤0.01% | 892 |
|
|
2021
Q1 | $9.7K | Sell |
112
-4,023
| -97% | -$348K | ﹤0.01% | 681 |
|
|
2020
Q4 | $358K | Sell |
4,135
-2,097
| -34% | -$181K | 0.08% | 227 |
|
|
2020
Q3 | $521K | Buy |
+6,232
| New | +$521K | 0.12% | 177 |
|
|
2018
Q2 | – | Sell |
-85
| Closed | -$5.01K | – | 532 |
|
|
2018
Q1 | $5.01K | Buy |
+85
| New | +$5.01K | ﹤0.01% | 504 |
|