Bank Julius Baer & Co’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,840
| Closed | -$155K | – | 597 |
|
|
2022
Q2 | $155K | Hold |
1,840
| – | – | ﹤0.01% | 438 |
|
|
2022
Q1 | $162K | Hold |
1,840
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $167K | Sell |
1,840
-27
| -1% | -$2.45K | ﹤0.01% | 545 |
|
|
2021
Q3 | $153K | Sell |
1,867
-227
| -11% | -$18.6K | ﹤0.01% | 583 |
|
|
2021
Q2 | $168K | Buy |
2,094
+101
| +5% | +$8.1K | ﹤0.01% | 589 |
|
|
2021
Q1 | $173K | Sell |
1,993
-619
| -24% | -$53.7K | ﹤0.01% | 562 |
|
|
2020
Q4 | $226K | Buy |
2,612
+336
| +15% | +$29.1K | ﹤0.01% | 551 |
|
|
2020
Q3 | $190K | Sell |
2,276
-2
| -0.1% | -$167 | ﹤0.01% | 518 |
|
|
2020
Q2 | $190K | Buy |
2,278
+25
| +1% | +$2.09K | ﹤0.01% | 472 |
|
|
2020
Q1 | $176K | Buy |
+2,253
| New | +$176K | ﹤0.01% | 407 |
|