Financial Counselors Inc’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,517
| Closed | -$852K | – | 584 |
|
|
2024
Q3 | $852K | Buy |
12,517
+148
| +1% | +$10.1K | 0.01% | 363 |
|
|
2024
Q2 | $701K | Sell |
12,369
-1,536
| -11% | -$87.1K | 0.01% | 359 |
|
|
2024
Q1 | $831K | Buy |
+13,905
| New | +$831K | 0.01% | 347 |
|
|
2023
Q2 | – | Sell |
-2,911
| Closed | -$228K | – | 504 |
|
|
2023
Q1 | $228K | Sell |
2,911
-162
| -5% | -$12.7K | ﹤0.01% | 462 |
|
|
2022
Q4 | $258K | Sell |
3,073
-25
| -0.8% | -$2.1K | 0.01% | 448 |
|
|
2022
Q3 | $242K | Sell |
3,098
-147
| -5% | -$11.5K | 0.01% | 437 |
|
|
2022
Q2 | $274K | Buy |
3,245
+55
| +2% | +$4.64K | 0.01% | 435 |
|
|
2022
Q1 | $281K | Sell |
3,190
-170
| -5% | -$15K | 0.01% | 441 |
|
|
2021
Q4 | $306K | Sell |
3,360
-363
| -10% | -$33.1K | 0.01% | 421 |
|
|
2021
Q3 | $304K | Sell |
3,723
-260
| -7% | -$21.2K | 0.01% | 447 |
|
|
2021
Q2 | $320K | Sell |
3,983
-70
| -2% | -$5.62K | 0.01% | 437 |
|
|
2021
Q1 | $351K | Sell |
4,053
-103
| -2% | -$8.92K | 0.01% | 413 |
|
|
2020
Q4 | $360K | Sell |
4,156
-200
| -5% | -$17.3K | 0.01% | 403 |
|
|
2020
Q3 | $364K | Buy |
4,356
+219
| +5% | +$18.3K | 0.01% | 373 |
|
|
2020
Q2 | $344K | Buy |
4,137
+773
| +23% | +$64.3K | 0.01% | 398 |
|
|
2020
Q1 | $263K | Sell |
3,364
-3,000
| -47% | -$235K | 0.01% | 382 |
|
|
2019
Q4 | $541K | Sell |
6,364
-2,775
| -30% | -$236K | 0.02% | 345 |
|
|
2019
Q3 | $781K | Buy |
+9,139
| New | +$781K | 0.03% | 292 |
|