Connectus Wealth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,618
| Closed | -$734K | – | 509 |
|
|
2023
Q3 | $734K | Sell |
12,618
-4,375
| -26% | -$254K | 0.02% | 358 |
|
|
2023
Q2 | $1.21M | Sell |
16,993
-1,825
| -10% | -$129K | 0.03% | 268 |
|
|
2023
Q1 | $1.47M | Hold |
18,818
| – | – | 0.04% | 255 |
|
|
2022
Q4 | $1.58M | Sell |
18,818
-100
| -0.5% | -$8.39K | 0.04% | 230 |
|
|
2022
Q3 | $1.48M | Sell |
18,918
-75
| -0.4% | -$5.85K | 0.03% | 287 |
|
|
2022
Q2 | $1.6M | Buy |
+18,993
| New | +$1.6M | 0.04% | 218 |
|