Crewe Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19
| Closed | -$1.14K | – | 970 |
|
|
2024
Q1 | $1.14K | Buy |
+19
| New | +$1.14K | ﹤0.01% | 878 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$710 | – | 692 |
|
|
2023
Q2 | $710 | Buy |
+10
| New | +$710 | ﹤0.01% | 606 |
|
|
2023
Q1 | – | Sell |
-89
| Closed | -$7.46K | – | 883 |
|
|
2022
Q4 | $7.46K | Sell |
89
-20
| -18% | -$1.68K | ﹤0.01% | 603 |
|
|
2022
Q3 | $8K | Buy |
109
+37
| +51% | +$2.72K | ﹤0.01% | 719 |
|
|
2022
Q2 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 719 |
|