BFG
Barber Financial Group’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $464K | Buy |
5,924
+12
| +0.2% | +$939 | 0.08% | 79 |
|
|
2022
Q4 | $496K | Sell |
5,912
-46
| -0.8% | -$3.86K | 0.14% | 70 |
|
|
2022
Q3 | $464K | Buy |
5,958
+86
| +1% | +$6.7K | 0.13% | 70 |
|
|
2022
Q2 | $496K | Buy |
5,872
+143
| +2% | +$12.1K | 0.08% | 71 |
|
|
2022
Q1 | $505K | Buy |
5,729
+45
| +0.8% | +$3.97K | 0.07% | 77 |
|
|
2021
Q4 | $517K | Buy |
5,684
+37
| +0.7% | +$3.37K | 0.06% | 86 |
|
|
2021
Q3 | $462K | Buy |
5,647
+41
| +0.7% | +$3.35K | 0.06% | 92 |
|
|
2021
Q2 | $450K | Buy |
5,606
+42
| +0.8% | +$3.37K | 0.06% | 94 |
|
|
2021
Q1 | $482K | Buy |
5,564
+38
| +0.7% | +$3.29K | 0.07% | 83 |
|
|
2020
Q4 | $478K | Buy |
5,526
+37
| +0.7% | +$3.2K | 0.09% | 79 |
|
|
2020
Q3 | $459K | Buy |
5,489
+36
| +0.7% | +$3.01K | 0.1% | 75 |
|
|
2020
Q2 | $454K | Buy |
5,453
+37
| +0.7% | +$3.08K | 0.11% | 70 |
|
|
2020
Q1 | $424K | Buy |
5,416
+40
| +0.7% | +$3.13K | 0.13% | 65 |
|
|
2019
Q4 | $457K | Buy |
5,376
+33
| +0.6% | +$2.81K | 0.09% | 90 |
|
|
2019
Q3 | $457K | Buy |
5,343
+34
| +0.6% | +$2.91K | 0.1% | 85 |
|
|
2019
Q2 | $402K | Buy |
5,309
+37
| +0.7% | +$2.8K | 0.09% | 88 |
|
|
2019
Q1 | $374K | Buy |
5,272
+20
| +0.4% | +$1.42K | 0.07% | 91 |
|
|
2018
Q4 | $342K | Hold |
5,252
| – | – | 0.07% | 92 |
|
|
2018
Q3 | $323K | Buy |
+5,252
| New | +$323K | 0.08% | 95 |
|