Clarus Wealth Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-206
| Closed | -$16K | – | 257 |
|
|
2019
Q2 | $16K | Sell |
206
-358
| -63% | -$27.8K | 0.01% | 390 |
|
|
2019
Q1 | $40K | Buy |
564
+3
| +0.5% | +$213 | 0.03% | 328 |
|
|
2018
Q4 | $36K | Buy |
561
+3
| +0.5% | +$193 | 0.06% | 313 |
|
|
2018
Q3 | $34K | Buy |
558
+6
| +1% | +$366 | 0.02% | 350 |
|
|
2018
Q2 | $33K | Buy |
+552
| New | +$33K | 0.03% | 347 |
|