BBA
Braun-Bostich & Associates’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-127
| Closed | -$11K | – | 257 |
|
|
2020
Q2 | $11K | Hold |
127
| – | – | 0.01% | 213 |
|
|
2020
Q1 | $10K | Hold |
127
| – | – | 0.01% | 206 |
|
|
2019
Q4 | $11K | Buy |
+127
| New | +$11K | 0.01% | 232 |
|
|
2019
Q3 | – | Sell |
-707
| Closed | -$54K | – | 148 |
|
|
2019
Q2 | $54K | Sell |
707
-1,010
| -59% | -$77.1K | 0.06% | 185 |
|
|
2019
Q1 | $122K | Sell |
1,717
-293
| -15% | -$20.8K | 0.13% | 145 |
|
|
2018
Q4 | $131K | Hold |
2,010
| – | – | 0.14% | 119 |
|
|
2018
Q3 | $123K | Buy |
2,010
+151
| +8% | +$9.24K | 0.12% | 124 |
|
|
2018
Q2 | $109K | Buy |
1,859
+1,727
| +1,308% | +$101K | 0.11% | 128 |
|
|
2018
Q1 | $8K | Buy |
+132
| New | +$8K | 0.01% | 267 |
|