Avestar Capital’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,951
| Closed | -$201K | – | 480 |
|
|
2024
Q3 | $201K | Buy |
+2,951
| New | +$201K | 0.02% | 414 |
|
|
2024
Q2 | – | Sell |
-6,504
| Closed | -$393K | – | 426 |
|
|
2024
Q1 | $393K | Buy |
6,504
+2,284
| +54% | +$138K | 0.04% | 249 |
|
|
2023
Q4 | $260K | Sell |
4,220
-377
| -8% | -$23.3K | 0.03% | 293 |
|
|
2023
Q3 | $267K | Buy |
4,597
+906
| +25% | +$52.7K | 0.04% | 253 |
|
|
2023
Q2 | $262K | Buy |
+3,691
| New | +$262K | 0.04% | 233 |
|
|
2019
Q3 | – | Sell |
-57
| Closed | -$2K | – | 379 |
|
|
2019
Q2 | $2K | Buy |
57
+46
| +418% | +$1.61K | ﹤0.01% | 681 |
|
|
2019
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 878 |
|
|
2018
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 875 |
|
|
2018
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 880 |
|
|
2018
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 912 |
|