Berman Capital Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $42K | Buy |
518
+137
| +36% | +$11.1K | 0.01% | 740 |
|
|
2021
Q2 | $30K | Buy |
381
+33
| +9% | +$2.6K | ﹤0.01% | 766 |
|
|
2021
Q1 | $30K | Buy |
348
+1
| +0.3% | +$86 | 0.01% | 656 |
|
|
2020
Q4 | $29K | Buy |
347
+20
| +6% | +$1.67K | 0.01% | 562 |
|
|
2020
Q3 | $27K | Hold |
327
| – | – | 0.01% | 504 |
|
|
2020
Q2 | $26K | Sell |
327
-7
| -2% | -$557 | 0.01% | 473 |
|
|
2020
Q1 | $25K | Buy |
334
+73
| +28% | +$5.46K | 0.01% | 439 |
|
|
2019
Q4 | $22K | Buy |
261
+2
| +0.8% | +$169 | 0.01% | 499 |
|
|
2019
Q3 | $22K | Hold |
259
| – | – | 0.01% | 481 |
|
|
2019
Q2 | $19K | Buy |
259
+121
| +88% | +$8.88K | 0.01% | 523 |
|
|
2019
Q1 | $9K | Buy |
138
+1
| +0.7% | +$65 | ﹤0.01% | 684 |
|
|
2018
Q4 | $8K | Buy |
+137
| New | +$8K | ﹤0.01% | 556 |
|