Becker Capital Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,739
| Closed | -$237K | – | 195 |
|
2020
Q4 | $237K | Sell |
2,739
-200
| -7% | -$17.3K | 0.01% | 170 |
|
2020
Q3 | $246K | Sell |
2,939
-75
| -2% | -$6.28K | 0.01% | 160 |
|
2020
Q2 | $251K | Hold |
3,014
| – | – | 0.01% | 156 |
|
2020
Q1 | $236K | Sell |
3,014
-25
| -0.8% | -$1.96K | 0.01% | 159 |
|
2019
Q4 | $259K | Sell |
3,039
-800
| -21% | -$68.2K | 0.01% | 164 |
|
2019
Q3 | $328K | Hold |
3,839
| – | – | 0.01% | 141 |
|
2019
Q2 | $291K | Hold |
3,839
| – | – | 0.01% | 152 |
|
2019
Q1 | $272K | Hold |
3,839
| – | – | 0.01% | 178 |
|
2018
Q4 | $250K | Sell |
3,839
-530
| -12% | -$34.5K | 0.01% | 164 |
|
2018
Q3 | $268K | Hold |
4,369
| – | – | 0.01% | 165 |
|
2018
Q2 | $256K | Hold |
4,369
| – | – | 0.01% | 145 |
|
2018
Q1 | $257K | Buy |
4,369
+69
| +2% | +$4.06K | 0.01% | 151 |
|
2017
Q4 | $272K | Hold |
4,300
| – | – | 0.01% | 139 |
|
2017
Q3 | $260K | Hold |
4,300
| – | – | 0.01% | 139 |
|
2017
Q2 | $261K | Hold |
4,300
| – | – | 0.01% | 121 |
|
2017
Q1 | $253K | Hold |
4,300
| – | – | 0.01% | 125 |
|
2016
Q4 | $237K | Hold |
4,300
| – | – | 0.01% | 129 |
|
2016
Q3 | $233K | Hold |
4,300
| – | – | 0.01% | 127 |
|
2016
Q2 | $258K | Hold |
4,300
| – | – | 0.01% | 120 |
|
2016
Q1 | $251K | Hold |
4,300
| – | – | 0.01% | 116 |
|
2015
Q4 | $220K | Hold |
4,300
| – | – | 0.01% | 129 |
|
2015
Q3 | $218K | Buy |
+4,300
| New | +$218K | 0.01% | 122 |
|
2015
Q2 | – | Sell |
-4,300
| Closed | -$217K | – | 142 |
|
2015
Q1 | $217K | Hold |
4,300
| – | – | 0.01% | 132 |
|
2014
Q4 | $230K | Buy |
+4,300
| New | +$230K | 0.01% | 134 |
|
2014
Q3 | – | Sell |
-4,300
| Closed | -$203K | – | 152 |
|
2014
Q2 | $203K | Buy |
+4,300
| New | +$203K | 0.01% | 141 |
|