Financial Architects (New Jersey)’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-119
| Closed | -$10K | – | 863 |
|
|
2019
Q4 | $10K | Sell |
119
-31
| -21% | -$2.61K | ﹤0.01% | 673 |
|
|
2019
Q3 | $13K | Buy |
150
+31
| +26% | +$2.69K | ﹤0.01% | 664 |
|
|
2019
Q2 | $9K | Buy |
119
+102
| +600% | +$7.71K | ﹤0.01% | 794 |
|
|
2019
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1238 |
|
|
2018
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1147 |
|
|
2018
Q1 | – | Sell |
-41
| Closed | -$3K | – | 1287 |
|
|
2017
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 1238 |
|
|
2017
Q3 | $2K | Sell |
41
-281
| -87% | -$13.7K | ﹤0.01% | 1308 |
|
|
2017
Q2 | $20K | Sell |
322
-10
| -3% | -$621 | ﹤0.01% | 845 |
|
|
2017
Q1 | $20K | Buy |
332
+55
| +20% | +$3.31K | ﹤0.01% | 838 |
|
|
2016
Q4 | $15K | Buy |
277
+40
| +17% | +$2.17K | ﹤0.01% | 895 |
|
|
2016
Q3 | $13K | Hold |
237
| – | – | ﹤0.01% | 926 |
|
|
2016
Q2 | $14K | Buy |
237
+86
| +57% | +$5.08K | ﹤0.01% | 871 |
|
|
2016
Q1 | $9K | Buy |
+151
| New | +$9K | ﹤0.01% | 758 |
|
|
2015
Q3 | – | Sell |
-530
| Closed | -$24K | – | 421 |
|
|
2015
Q2 | $24K | Buy |
+530
| New | +$24K | 0.01% | 584 |
|
|
2015
Q1 | – | Sell |
-337
| Closed | -$18K | – | 941 |
|
|
2014
Q4 | $18K | Buy |
337
+181
| +116% | +$9.67K | 0.01% | 551 |
|
|
2014
Q3 | $7K | Sell |
156
-129
| -45% | -$5.79K | ﹤0.01% | 671 |
|
|
2014
Q2 | $13K | Buy |
+285
| New | +$13K | 0.01% | 572 |
|
|
2013
Q4 | – | Sell |
-150
| Closed | -$6K | – | 284 |
|
|
2013
Q3 | $6K | Buy |
150
+1
| +0.7% | +$40 | ﹤0.01% | 546 |
|
|
2013
Q2 | $6K | Buy |
+149
| New | +$6K | ﹤0.01% | 535 |
|