BA
Bellwether Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,125
| Closed | -$849K | – | 512 |
|
|
2022
Q4 | $849K | Buy |
+10,125
| New | +$849K | 0.25% | 71 |
|
|
2022
Q1 | – | Sell |
-295
| Closed | -$26K | – | 569 |
|
|
2021
Q4 | $26K | Sell |
295
-4,879
| -94% | -$430K | 0.01% | 249 |
|
|
2021
Q3 | $423K | Buy |
+5,174
| New | +$423K | 0.14% | 118 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 440 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 400 |
|