Castleview Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-196
| Closed | -$11.2K | – | 290 |
|
|
2024
Q4 | $11.2K | Hold |
196
| – | – | 0.01% | 566 |
|
|
2024
Q3 | $13.3K | Hold |
196
| – | – | 0.01% | 514 |
|
|
2024
Q2 | $11.1K | Buy |
196
+111
| +131% | +$6.3K | 0.01% | 506 |
|
|
2024
Q1 | $5.08K | Hold |
85
| – | – | ﹤0.01% | 632 |
|
|
2023
Q4 | $5.25K | Buy |
85
+4
| +5% | +$247 | ﹤0.01% | 578 |
|
|
2023
Q3 | $4.71K | Hold |
81
| – | – | ﹤0.01% | 492 |
|
|
2023
Q2 | $5.75K | Hold |
81
| – | – | 0.01% | 494 |
|
|
2023
Q1 | $6.34K | Hold |
81
| – | – | 0.01% | 474 |
|
|
2022
Q4 | $6.79K | Hold |
81
| – | – | 0.01% | 415 |
|
|
2022
Q3 | $6K | Buy |
81
+49
| +153% | +$3.63K | 0.01% | 433 |
|
|
2022
Q2 | $2.9K | Sell |
32
-49
| -60% | -$4.45K | ﹤0.01% | 603 |
|
|
2022
Q1 | $7K | Buy |
+81
| New | +$7K | ﹤0.01% | 533 |
|
|
2021
Q2 | $11K | Buy |
+135
| New | +$11K | ﹤0.01% | 663 |
|