Bartlett & Co’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $121K | Hold |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $139K | Hold |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $164K | Sell |
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|
2022
Q3 | $152K | Sell |
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|
2022
Q2 | $169K | Sell |
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|
2022
Q1 | $179K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $97K | Buy |
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|
2021
Q2 | $60K | Hold |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $62K | Hold |
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|
2020
Q2 | $62K | Hold |
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|
2020
Q1 | $58K | Buy |
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|
2019
Q3 | $60K | Buy |
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|
2019
Q2 | $8K | Buy |
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