Disciplined Investments’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 |
-20
| Closed | -$1.42K | – | 554 |
|
|
2023
Q2 | $1.42K | Hold |
20
| – | – | ﹤0.01% | 805 |
|
|
2023
Q1 | $1.57K | Sell |
20
-4
| -17% | -$313 | ﹤0.01% | 778 |
|
|
2022
Q4 | $2.01K | Sell |
24
-5
| -17% | -$419 | ﹤0.01% | 618 |
|
|
2022
Q3 | $2K | Buy |
29
+2
| +7% | +$138 | ﹤0.01% | 622 |
|
|
2022
Q2 | $2K | Buy |
27
+6
| +29% | +$444 | ﹤0.01% | 647 |
|
|
2022
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 679 |
|
|
2020
Q4 | – | Sell |
-914
| Closed | -$76K | – | 337 |
|
|
2020
Q3 | $76K | Hold |
914
| – | – | 0.06% | 131 |
|
|
2020
Q2 | $76K | Hold |
914
| – | – | 0.06% | 132 |
|
|
2020
Q1 | $71K | Hold |
914
| – | – | 0.07% | 126 |
|
|
2019
Q4 | $78K | Buy |
+914
| New | +$78K | 0.07% | 133 |
|