Cornerstone Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-616,652
| Closed | -$10.2M | – | 566 |
|
|
2018
Q3 | $10.2M | Buy |
616,652
+544,785
| +758% | +$9.03M | 0.13% | 178 |
|
|
2018
Q2 | $1.22M | Buy |
+71,867
| New | +$1.22M | 0.01% | 696 |
|
|
2018
Q1 | – | Sell |
-10,125
| Closed | -$631K | – | 394 |
|
|
2017
Q4 | $631K | Sell |
10,125
-98
| -1% | -$6.11K | 0.12% | 171 |
|
|
2017
Q3 | $617K | Buy |
+10,223
| New | +$617K | 0.13% | 158 |
|