Dean Investment Associates’s Eversource Energy ES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-76,477
Closed -$4.45M 210
2023
Q3
$4.45M Buy
76,477
+14,138
+23% +$822K 0.73% 44
2023
Q2
$4.42M Buy
62,339
+14,289
+30% +$1.01M 0.72% 44
2023
Q1
$3.76M Buy
+48,050
New +$3.76M 0.6% 63