EAM
Empirical Asset Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,807
| Closed | -$729K | – | 283 |
|
|
2023
Q4 | $729K | Buy |
+11,807
| New | +$729K | 0.59% | 54 |
|
|
2023
Q2 | – | Sell |
-7,985
| Closed | -$625K | – | 170 |
|
|
2023
Q1 | $625K | Buy |
7,985
+1,479
| +23% | +$116K | 0.6% | 55 |
|
|
2022
Q4 | $504K | Sell |
6,506
-247
| -4% | -$19.1K | 0.53% | 75 |
|
|
2022
Q3 | $526K | Buy |
+6,753
| New | +$526K | 0.57% | 64 |
|