BAM
Bruderman Asset Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,587
| Closed | -$113K | – | 237 |
|
|
2019
Q1 | $113K | Hold |
1,587
| – | – | 0.02% | 182 |
|
|
2018
Q4 | $103K | Buy |
1,587
+800
| +102% | +$51.9K | 0.03% | 170 |
|
|
2018
Q3 | $48K | Hold |
787
| – | – | 0.01% | 191 |
|
|
2018
Q2 | $46K | Hold |
787
| – | – | 0.01% | 205 |
|
|
2018
Q1 | $46K | Buy |
+787
| New | +$46K | 0.01% | 208 |
|
|
2017
Q3 | – | Sell |
-787
| Closed | -$48K | – | 183 |
|
|
2017
Q2 | $48K | Buy |
+787
| New | +$48K | 0.01% | 211 |
|
|
2017
Q1 | – | Sell |
-787
| Closed | -$43K | – | 178 |
|
|
2016
Q4 | $43K | Hold |
787
| – | – | 0.01% | 212 |
|
|
2016
Q3 | $43K | Hold |
787
| – | – | 0.01% | 214 |
|
|
2016
Q2 | $47K | Hold |
787
| – | – | 0.01% | 204 |
|
|
2016
Q1 | $46K | Hold |
787
| – | – | 0.02% | 202 |
|
|
2015
Q4 | $40K | Hold |
787
| – | – | 0.02% | 226 |
|
|
2015
Q3 | $40K | Hold |
787
| – | – | 0.02% | 227 |
|
|
2015
Q2 | $36K | Hold |
787
| – | – | 0.01% | 249 |
|
|
2015
Q1 | $40K | Buy |
+787
| New | +$40K | 0.02% | 235 |
|