Destiny Wealth Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,361
| Closed | -$262K | – | 688 |
|
|
2022
Q3 | $262K | Buy |
3,361
+822
| +32% | +$64.1K | 0.06% | 160 |
|
|
2022
Q2 | $214K | Buy |
2,539
+1,454
| +134% | +$123K | 0.05% | 180 |
|
|
2022
Q1 | $96K | Buy |
1,085
+426
| +65% | +$37.7K | 0.02% | 252 |
|
|
2021
Q4 | $60K | Buy |
659
+51
| +8% | +$4.64K | 0.01% | 298 |
|
|
2021
Q3 | $50K | Buy |
+608
| New | +$50K | 0.01% | 300 |
|
|
2021
Q2 | – | Sell |
-430
| Closed | -$37K | – | 280 |
|
|
2021
Q1 | $37K | Sell |
430
-2,446
| -85% | -$210K | 0.01% | 305 |
|
|
2020
Q4 | $249K | Buy |
+2,876
| New | +$249K | 0.05% | 190 |
|