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CWS Financial Advisors’s Eversource Energy ES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,370
Closed -$364K 126
2020
Q2
$364K Sell
4,370
-62
-1% -$5.16K 0.26% 80
2020
Q1
$377K Hold
4,432
0.28% 79
2019
Q4
$377K Buy
+4,432
New +$377K 0.28% 80