Buckingham Strategic Wealth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $268K | Buy |
|
|||||
|
2024
Q1 | $278K | Buy |
|
|||||
|
2023
Q4 | $243K | Sell |
|
|||||
|
2023
Q3 | $271K | Buy |
|
|||||
|
2023
Q2 | $299K | Sell |
|
|||||
|
2023
Q1 | $374K | Hold |
|
|||||
|
2022
Q4 | $374K | Sell |
|
|||||
|
2022
Q3 | $357K | Buy |
|
|||||
|
2022
Q2 | $348K | Buy |
|
|||||
|
2022
Q1 | $304K | Buy |
|
|||||
|
2021
Q4 | $290K | Hold |
|
|||||
|
2021
Q3 | $261K | Sell |
|
|||||
|
2021
Q2 | $258K | Buy |
|
|||||
|
2021
Q1 | $273K | Sell |
|
|||||
|
2020
Q4 | $279K | Buy |
|
|||||
|
2020
Q3 | $265K | Sell |
|
|||||
|
2020
Q2 | $377K | Sell |
|
|||||
|
2020
Q1 | $380K | Buy |
|
|||||
|
2019
Q4 | $397K | Hold |
|
|||||
|
2019
Q3 | $399K | Buy |
|
|||||
|
2019
Q2 | $344K | Hold |
|
|||||
|
2019
Q1 | $322K | Sell |
|
|||||
|
2018
Q4 | $301K | Buy |
|
|||||
|
2018
Q3 | $279K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $256K | Sell |
|
|||||
|
2017
Q4 | $309K | Sell |
|
|||||
|
2017
Q3 | $335K | Buy |
|
|||||
|
2017
Q2 | $246K | Buy |
|
|||||
|
2017
Q1 | $236K | Sell |
|
|||||
|
2016
Q4 | $226K | Buy |
|
|||||
|
2016
Q3 | $216K | Sell |
|
|||||
|
2016
Q2 | $289K | Sell |
|
|||||
|
2016
Q1 | $357K | Buy |
|
|||||
|
2015
Q4 | $263K | Hold |
|
|||||
|
2015
Q3 | $261K | Buy |
|
|||||
|
2015
Q2 | $221K | Buy |
|
|||||
|
2015
Q1 | $211K | Sell |
|
|||||
|
2014
Q4 | $233K | Buy |
|