CSM Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,195
| Closed | -$227K | – | 140 |
|
|
2023
Q2 | $227K | Hold |
3,195
| – | – | 0.02% | 145 |
|
|
2023
Q1 | $250K | Hold |
3,195
| – | – | 0.02% | 139 |
|
|
2022
Q4 | $268K | Hold |
3,195
| – | – | 0.03% | 128 |
|
|
2022
Q3 | $249K | Hold |
3,195
| – | – | 0.03% | 127 |
|
|
2022
Q2 | $270K | Hold |
3,195
| – | – | 0.02% | 118 |
|
|
2022
Q1 | $282K | Hold |
3,195
| – | – | 0.02% | 122 |
|
|
2021
Q4 | $291K | Hold |
3,195
| – | – | 0.02% | 149 |
|
|
2021
Q3 | $261K | Hold |
3,195
| – | – | 0.02% | 145 |
|
|
2021
Q2 | $256K | Buy |
+3,195
| New | +$256K | 0.02% | 150 |
|