B. Riley Wealth Advisors’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 | $283K | Sell |
4,932
-1,022
| -17% | -$58.7K | 0.01% | 891 |
|
|
2024
Q3 | $404K | Buy |
5,954
+458
| +8% | +$31.1K | 0.01% | 827 |
|
|
2024
Q2 | $312K | Buy |
5,496
+1,711
| +45% | +$97K | 0.01% | 1018 |
|
|
2024
Q1 | $220K | Sell |
3,785
-590
| -13% | -$34.3K | 0.01% | 1219 |
|
|
2023
Q4 | $270K | Buy |
4,375
+590
| +16% | +$36.4K | 0.01% | 1106 |
|
|
2023
Q3 | $220K | Sell |
3,785
-5,166
| -58% | -$300K | 0.01% | 1219 |
|
|
2023
Q2 | $635K | Sell |
8,951
-528
| -6% | -$37.4K | 0.01% | 750 |
|
|
2023
Q1 | $742K | Sell |
9,479
-4,173
| -31% | -$327K | 0.02% | 650 |
|
|
2022
Q4 | $1.14M | Buy |
13,652
+3,852
| +39% | +$323K | 0.03% | 491 |
|
|
2022
Q3 | $765K | Buy |
9,800
+948
| +11% | +$74K | 0.02% | 591 |
|
|
2022
Q2 | $748K | Buy |
8,852
+117
| +1% | +$9.89K | 0.03% | 504 |
|
|
2022
Q1 | $771K | Sell |
8,735
-1,742
| -17% | -$154K | 0.03% | 569 |
|
|
2021
Q4 | $954K | Sell |
10,477
-18
| -0.2% | -$1.64K | 0.03% | 543 |
|
|
2021
Q3 | $855K | Buy |
10,495
+43
| +0.4% | +$3.5K | 0.03% | 575 |
|
|
2021
Q2 | $858K | Sell |
10,452
-188
| -2% | -$15.4K | 0.03% | 566 |
|
|
2021
Q1 | $922K | Buy |
10,640
+3,342
| +46% | +$290K | 0.03% | 504 |
|
|
2020
Q4 | $632K | Buy |
7,298
+285
| +4% | +$24.7K | 0.03% | 460 |
|
|
2020
Q3 | $585K | Buy |
7,013
+190
| +3% | +$15.8K | 0.03% | 479 |
|
|
2020
Q2 | $568K | Sell |
6,823
-3,156
| -32% | -$263K | 0.04% | 411 |
|
|
2020
Q1 | $781K | Buy |
+9,979
| New | +$781K | 0.07% | 283 |
|
|
2015
Q1 | – | Sell |
-2,222
| Closed | -$119 | – | 989 |
|
|
2014
Q4 | $119 | Buy |
+2,222
| New | +$119 | ﹤0.01% | 1622 |
|
|
2014
Q3 | – | Sell |
-2,222
| Closed | -$105K | – | 1012 |
|
|
2014
Q2 | $105K | Hold |
2,222
| – | – | 0.02% | 696 |
|
|
2014
Q1 | $101K | Hold |
2,222
| – | – | 0.03% | 612 |
|
|
2013
Q4 | $94K | Sell |
2,222
-812
| -27% | -$34.4K | 0.03% | 562 |
|
|
2013
Q3 | $125K | Sell |
3,034
-9
| -0.3% | -$371 | 0.04% | 483 |
|
|
2013
Q2 | $128K | Buy |
+3,043
| New | +$128K | 0.04% | 477 |
|