Empirical 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
Q2 | – | Sell |
-3,200
| Closed | -$282K | – | 485 |
|
|
2022
Q1 | $282K | Buy |
3,200
+105
| +3% | +$9.25K | 0.01% | 415 |
|
|
2021
Q4 | $282K | Buy |
+3,095
| New | +$282K | 0.01% | 431 |
|
|
2020
Q2 | – | Sell |
-2,800
| Closed | -$219K | – | 330 |
|
|
2020
Q1 | $219K | Buy |
2,800
+384
| +16% | +$30K | 0.02% | 284 |
|
|
2019
Q4 | $206K | Buy |
+2,416
| New | +$206K | 0.02% | 306 |
|