Coppell Advisory Solutions’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-199
| Closed | -$11.4K | – | 790 |
|
|
2024
Q4 | $11.4K | Hold |
199
| – | – | ﹤0.01% | 1069 |
|
|
2024
Q3 | $13.4K | Hold |
199
| – | – | ﹤0.01% | 996 |
|
|
2024
Q2 | $11.3K | Buy |
+199
| New | +$11.3K | ﹤0.01% | 970 |
|
|
2023
Q4 | $12.3K | Buy |
199
+41
| +26% | +$2.53K | ﹤0.01% | 886 |
|
|
2023
Q3 | $13.2K | Hold |
158
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $11K | Buy |
+158
| New | +$11K | ﹤0.01% | 668 |
|
|
2023
Q1 | – | Sell |
-158
| Closed | -$13.2K | – | 467 |
|
|
2022
Q4 | $13.2K | Buy |
+158
| New | +$13.2K | ﹤0.01% | 568 |
|