CIA
Cascade Investment Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$23.5K | – | 140 |
|
|
2023
Q1 | $23.5K | Buy |
+300
| New | +$23.5K | 0.02% | 177 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$25.3K | – | 137 |
|
|
2022
Q2 | $25.3K | Hold |
300
| – | – | 0.02% | 182 |
|
|
2022
Q1 | $26.5K | Hold |
300
| – | – | 0.02% | 200 |
|
|
2021
Q4 | $27.3K | Hold |
300
| – | – | 0.02% | 196 |
|
|
2021
Q3 | $24.5K | Hold |
300
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $24.1K | Hold |
300
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $26K | Hold |
300
| – | – | 0.02% | 194 |
|
|
2020
Q4 | $26K | Hold |
300
| – | – | 0.02% | 189 |
|
|
2020
Q3 | $25.1K | Sell |
300
-224
| -43% | -$18.7K | 0.02% | 183 |
|
|
2020
Q2 | $43.6K | Hold |
524
| – | – | 0.04% | 150 |
|
|
2020
Q1 | $41K | Hold |
524
| – | – | 0.05% | 144 |
|
|
2019
Q4 | $44.6K | Hold |
524
| – | – | 0.03% | 154 |
|
|
2019
Q3 | $44.8K | Hold |
524
| – | – | 0.03% | 154 |
|
|
2019
Q2 | $39.7K | Hold |
524
| – | – | 0.03% | 151 |
|
|
2019
Q1 | $37.2K | Hold |
524
| – | – | 0.03% | 148 |
|
|
2018
Q4 | $34.1K | Buy |
+524
| New | +$34.1K | 0.03% | 143 |
|