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Elm Advisors’s Eversource Energy ES Stock Holding History

Elm Advisors’s Portfolio ES Stock Details ES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-410
Closed -$35K – 144
2020
Q4 		$35K Buy
+410
New +$35K 0.02% 180
2018
Q4 		– Sell
-410
Closed -$25K – 137
2018
Q3 		$25K Buy
+410
New +$25K 0.02% 202