CSat Investment Advisory’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $31K | Buy |
355
+123
| +53% | +$10.7K | 0.03% | 301 |
|
2020
Q4 | $20K | Sell |
232
-1,099
| -83% | -$94.7K | 0.02% | 331 |
|
2020
Q3 | $112K | Buy |
1,331
+118
| +10% | +$9.93K | 0.01% | 413 |
|
2020
Q2 | $101K | Buy |
1,213
+310
| +34% | +$25.8K | 0.01% | 464 |
|
2020
Q1 | $70K | Buy |
903
+98
| +12% | +$7.6K | 0.01% | 439 |
|
2019
Q4 | $68K | Buy |
805
+119
| +17% | +$10.1K | 0.02% | 500 |
|
2019
Q3 | $58K | Buy |
686
+36
| +6% | +$3.04K | 0.02% | 456 |
|
2019
Q2 | $49K | Buy |
650
+462
| +246% | +$34.8K | 0.02% | 532 |
|
2019
Q1 | $13K | Buy |
188
+24
| +15% | +$1.66K | 0.01% | 393 |
|
2018
Q4 | $11K | Sell |
164
-3
| -2% | -$201 | 0.01% | 394 |
|
2018
Q3 | $10K | Sell |
167
-23
| -12% | -$1.38K | 0.01% | 365 |
|
2018
Q2 | $11K | Buy |
+190
| New | +$11K | 0.01% | 323 |
|