Empire Financial Management Company’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,057
| Closed | -$287K | – | 206 |
|
|
2024
Q2 | $287K | Hold |
5,057
| – | – | 0.09% | 176 |
|
|
2024
Q1 | $302K | Hold |
5,057
| – | – | 0.1% | 176 |
|
|
2023
Q4 | $312K | Hold |
5,057
| – | – | 0.12% | 162 |
|
|
2023
Q3 | $294K | Hold |
5,057
| – | – | 0.13% | 162 |
|
|
2023
Q2 | $359K | Hold |
5,057
| – | – | 0.14% | 147 |
|
|
2023
Q1 | $396K | Buy |
+5,057
| New | +$396K | 0.16% | 140 |
|