Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-661
| Closed | -$60K | – | 173 |
|
|
2021
Q4 | $60K | Buy |
+661
| New | +$60K | 0.03% | 183 |
|
|
2021
Q2 | $53K | Hold |
661
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $57K | Buy |
+661
| New | +$57K | 0.03% | 156 |
|
|
2020
Q3 | $55K | Hold |
661
| – | – | 0.04% | 126 |
|
|
2020
Q2 | $55K | Sell |
661
-35
| -5% | -$2.91K | 0.04% | 126 |
|
|
2020
Q1 | $41K | Buy |
+696
| New | +$41K | 0.04% | 134 |
|
|
2019
Q4 | – | Sell |
-661
| Closed | -$56K | – | 137 |
|
|
2019
Q3 | $56K | Hold |
661
| – | – | 0.06% | 113 |
|
|
2019
Q2 | $50K | Hold |
661
| – | – | 0.04% | 127 |
|
|
2019
Q1 | $47K | Hold |
661
| – | – | 0.04% | 125 |
|
|
2018
Q4 | $43K | Hold |
661
| – | – | 0.04% | 135 |
|
|
2018
Q3 | $40.6K | Hold |
661
| – | – | 0.03% | 147 |
|
|
2018
Q2 | $38.7K | Sell |
661
-35
| -5% | -$2.05K | 0.04% | 138 |
|
|
2018
Q1 | $41K | Buy |
+696
| New | +$41K | 0.04% | 134 |
|