Colony Family Offices’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,954
| Closed | -$701K | – | 61 |
|
|
2023
Q1 | $701K | Hold |
8,954
| – | – | 0.27% | 46 |
|
|
2022
Q4 | $751K | Buy |
8,954
+100
| +1% | +$8.38K | 0.31% | 39 |
|
|
2022
Q3 | $690K | Sell |
8,854
-266
| -3% | -$20.7K | 0.3% | 40 |
|
|
2022
Q2 | $770K | Buy |
+9,120
| New | +$770K | 0.35% | 35 |
|
|
2021
Q2 | – | Sell |
-9,600
| Closed | -$831K | – | 31 |
|
|
2021
Q1 | $831K | Buy |
+9,600
| New | +$831K | 0.66% | 18 |
|