Catamount Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-428
| Closed | -$26K | – | 209 |
|
|
2018
Q3 | $26K | Hold |
428
| – | – | 0.01% | 109 |
|
|
2018
Q2 | $26K | Hold |
428
| – | – | 0.01% | 105 |
|
|
2018
Q1 | $25K | Hold |
428
| – | – | 0.01% | 104 |
|
|
2017
Q4 | $27K | Hold |
428
| – | – | 0.02% | 104 |
|
|
2017
Q3 | $26K | Hold |
428
| – | – | 0.02% | 104 |
|
|
2017
Q2 | $26K | Hold |
428
| – | – | 0.02% | 106 |
|
|
2017
Q1 | $25K | Hold |
428
| – | – | 0.02% | 105 |
|
|
2016
Q4 | $24K | Hold |
428
| – | – | 0.02% | 93 |
|
|
2016
Q3 | $23K | Hold |
428
| – | – | 0.02% | 94 |
|
|
2016
Q2 | $26K | Hold |
428
| – | – | 0.03% | 62 |
|
|
2016
Q1 | $25K | Hold |
428
| – | – | 0.03% | 67 |
|
|
2015
Q4 | $22K | Hold |
428
| – | – | 0.02% | 72 |
|
|
2015
Q3 | $22K | Sell |
428
-50
| -10% | -$2.57K | 0.02% | 70 |
|
|
2015
Q2 | $22K | Hold |
478
| – | – | 0.02% | 90 |
|
|
2015
Q1 | $24K | Hold |
478
| – | – | 0.02% | 75 |
|
|
2014
Q4 | $26K | Buy |
+478
| New | +$26K | 0.02% | 62 |
|