CPA
Clear Perspective Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-41
| Closed | -$2K | – | 230 |
|
|
2018
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 463 |
|
|
2018
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 454 |
|
|
2017
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 414 |
|
|
2017
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 428 |
|
|
2017
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 432 |
|
|
2017
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 381 |
|
|
2016
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 377 |
|