Edge Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-100
| Closed | -$8K | – | 497 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 484 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 413 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 441 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 429 |
|
|
2019
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 436 |
|
|
2019
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 433 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 465 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2017
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2017
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 424 |
|
|
2017
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 389 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 385 |
|
|
2016
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 353 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 329 |
|
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 344 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 342 |
|
|
2015
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 343 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 344 |
|
|
2014
Q4 | $5K | Sell |
100
-62
| -38% | -$3.1K | ﹤0.01% | 341 |
|
|
2014
Q3 | $7K | Hold |
162
| – | – | ﹤0.01% | 327 |
|
|
2014
Q2 | $8K | Hold |
162
| – | – | ﹤0.01% | 304 |
|
|
2014
Q1 | $7K | Buy |
162
+62
| +62% | +$2.68K | ﹤0.01% | 302 |
|
|
2013
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 304 |
|
|
2013
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 268 |
|