Delos Wealth 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
Q2 | – | Sell |
-28
| Closed | -$2.19K | – | 380 |
|
|
2023
Q1 | $2.19K | Hold |
28
| – | – | ﹤0.01% | 187 |
|
|
2022
Q4 | $2.35K | Hold |
28
| – | – | ﹤0.01% | 196 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 196 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 190 |
|
|
2022
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 213 |
|
|
2021
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 361 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 149 |
|
|
2021
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 142 |
|