CA
Centerpoint Advisors’s Eversource Energy ES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $699K | Hold |
10,983
| – | – | 0.24% | 41 |
|
2025
Q1 | $682K | Hold |
10,983
| – | – | 0.25% | 43 |
|
2024
Q4 | $631K | Hold |
10,983
| – | – | 0.22% | 46 |
|
2024
Q3 | $747K | Hold |
10,983
| – | – | 0.26% | 44 |
|
2024
Q2 | $623K | Hold |
10,983
| – | – | 0.22% | 44 |
|
2024
Q1 | $656K | Hold |
10,983
| – | – | 0.25% | 42 |
|
2023
Q4 | $678K | Hold |
10,983
| – | – | 0.27% | 44 |
|
2023
Q3 | $639K | Hold |
10,983
| – | – | 0.27% | 44 |
|
2023
Q2 | $779K | Buy |
10,983
+175
| +2% | +$12.4K | 0.32% | 43 |
|
2023
Q1 | $846K | Sell |
10,808
-75
| -0.7% | -$5.87K | 0.37% | 38 |
|
2022
Q4 | $912K | Hold |
10,883
| – | – | 0.43% | 32 |
|
2022
Q3 | $848K | Hold |
10,883
| – | – | 0.45% | 28 |
|
2022
Q2 | $919K | Hold |
10,883
| – | – | 0.47% | 27 |
|
2022
Q1 | $960K | Sell |
10,883
-3,650
| -25% | -$322K | 0.44% | 29 |
|
2021
Q4 | $1.32M | Hold |
14,533
| – | – | 0.58% | 22 |
|
2021
Q3 | $1.19M | Hold |
14,533
| – | – | 0.57% | 23 |
|
2021
Q2 | $1.17M | Buy |
14,533
+14,458
| +19,277% | +$1.16M | 0.55% | 25 |
|
2021
Q1 | $6K | Sell |
75
-75
| -50% | -$6K | ﹤0.01% | 200 |
|
2020
Q4 | $13K | Hold |
150
| – | – | 0.01% | 147 |
|
2020
Q3 | $13K | Hold |
150
| – | – | 0.01% | 136 |
|
2020
Q2 | $12K | Hold |
150
| – | – | 0.01% | 149 |
|
2020
Q1 | $12K | Hold |
150
| – | – | 0.01% | 139 |
|
2019
Q4 | $13K | Hold |
150
| – | – | 0.01% | 154 |
|
2019
Q3 | $13K | Hold |
150
| – | – | 0.01% | 148 |
|
2019
Q2 | $11K | Hold |
150
| – | – | 0.01% | 156 |
|
2019
Q1 | $11K | Hold |
150
| – | – | 0.01% | 156 |
|
2018
Q4 | $10K | Hold |
150
| – | – | 0.01% | 154 |
|
2018
Q3 | $9K | Hold |
150
| – | – | 0.01% | 158 |
|
2018
Q2 | $9K | Sell |
150
-100
| -40% | -$6K | 0.01% | 188 |
|
2018
Q1 | $15K | Hold |
250
| – | – | 0.01% | 143 |
|
2017
Q4 | $16K | Buy |
+250
| New | +$16K | 0.01% | 124 |
|