Bedel Financial Consulting’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-22
| Closed | -$2K | – | 399 |
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 873 |
|
2021
Q4 | $2K | Sell |
22
-10
| -31% | -$909 | ﹤0.01% | 881 |
|
2021
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 834 |
|
2021
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 826 |
|
2021
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 797 |
|
2020
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 707 |
|
2020
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 671 |
|
2020
Q2 | $3K | Sell |
32
-4
| -11% | -$375 | ﹤0.01% | 641 |
|
2020
Q1 | $3K | Buy |
36
+4
| +13% | +$333 | ﹤0.01% | 629 |
|
2019
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 636 |
|
2019
Q3 | $3K | Buy |
32
+10
| +45% | +$938 | ﹤0.01% | 613 |
|
2019
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 640 |
|
2019
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 637 |
|
2018
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 644 |
|
2018
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 643 |
|
2018
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 654 |
|
2018
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 644 |
|