Ellevest Inc’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 |
-1,430
| Closed | -$112K | – | 753 |
|
|
2023
Q1 | $112K | Buy |
1,430
+782
| +121% | +$61.2K | 0.01% | 422 |
|
|
2022
Q4 | $54.3K | Sell |
648
-78
| -11% | -$6.54K | ﹤0.01% | 585 |
|
|
2022
Q3 | $57K | Buy |
726
+414
| +133% | +$32.5K | 0.01% | 544 |
|
|
2022
Q2 | $26K | Sell |
312
-76
| -20% | -$6.33K | ﹤0.01% | 710 |
|
|
2022
Q1 | $34K | Buy |
388
+333
| +605% | +$29.2K | ﹤0.01% | 620 |
|
|
2021
Q4 | $5K | Sell |
55
-91
| -62% | -$8.27K | ﹤0.01% | 992 |
|
|
2021
Q3 | $12K | Buy |
146
+70
| +92% | +$5.75K | ﹤0.01% | 787 |
|
|
2021
Q2 | $6K | Sell |
76
-525
| -87% | -$41.4K | ﹤0.01% | 862 |
|
|
2021
Q1 | $52K | Buy |
601
+77
| +15% | +$6.66K | 0.01% | 462 |
|
|
2020
Q4 | $45K | Buy |
524
+293
| +127% | +$25.2K | 0.01% | 483 |
|
|
2020
Q3 | $19K | Buy |
231
+108
| +88% | +$8.88K | ﹤0.01% | 526 |
|
|
2020
Q2 | $10K | Buy |
123
+94
| +324% | +$7.64K | ﹤0.01% | 615 |
|
|
2020
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 761 |
|
|
2019
Q2 | – | Sell |
-81
| Closed | -$6K | – | 408 |
|
|
2019
Q1 | $6K | Buy |
+81
| New | +$6K | ﹤0.01% | 221 |
|