Bridgeworth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $495K | Hold |
8,024
| – | – | 0.05% | 102 |
|
|
2023
Q3 | $467K | Sell |
8,024
-58
| -0.7% | -$3.37K | 0.05% | 100 |
|
|
2023
Q2 | $573K | Buy |
8,082
+26
| +0.3% | +$1.84K | 0.06% | 98 |
|
|
2023
Q1 | $630K | Hold |
8,056
| – | – | 0.08% | 94 |
|
|
2022
Q4 | $675K | Buy |
8,056
+32
| +0.4% | +$2.68K | 0.11% | 86 |
|
|
2022
Q3 | $626K | Hold |
8,024
| – | – | 0.14% | 80 |
|
|
2022
Q2 | $678K | Hold |
8,024
| – | – | 0.16% | 72 |
|
|
2022
Q1 | $708K | Hold |
8,024
| – | – | 0.16% | 71 |
|
|
2021
Q4 | $730K | Hold |
8,024
| – | – | 0.16% | 71 |
|
|
2021
Q3 | $656K | Hold |
8,024
| – | – | 0.18% | 68 |
|
|
2021
Q2 | $644K | Sell |
8,024
-11
| -0.1% | -$883 | 0.18% | 64 |
|
|
2021
Q1 | $696K | Buy |
8,035
+50
| +0.6% | +$4.33K | 0.22% | 56 |
|
|
2020
Q4 | $691K | Hold |
7,985
| – | – | 0.23% | 60 |
|
|
2020
Q3 | $667K | Hold |
7,985
| – | – | 0.25% | 55 |
|
|
2020
Q2 | $665K | Hold |
7,985
| – | – | 0.26% | 57 |
|
|
2020
Q1 | $625K | Sell |
7,985
-48
| -0.6% | -$3.76K | 0.28% | 52 |
|
|
2019
Q4 | $683K | Sell |
8,033
-229
| -3% | -$19.5K | 0.26% | 54 |
|
|
2019
Q3 | $706K | Buy |
8,262
+229
| +3% | +$19.6K | 0.27% | 51 |
|
|
2019
Q2 | $609K | Hold |
8,033
| – | – | 0.23% | 58 |
|
|
2019
Q1 | $570K | Hold |
8,033
| – | – | 0.23% | 56 |
|
|
2018
Q4 | $522K | Buy |
8,033
+48
| +0.6% | +$3.12K | 0.3% | 50 |
|
|
2018
Q3 | $491K | Buy |
7,985
+7,255
| +994% | +$446K | 0.27% | 61 |
|
|
2018
Q2 | $42K | Buy |
+730
| New | +$42K | 0.02% | 306 |
|