First Personal Financial Services’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 | $15.3K | Hold |
225
| – | – | ﹤0.01% | 282 |
|
|
2024
Q2 | $12.8K | Hold |
225
| – | – | ﹤0.01% | 261 |
|
|
2024
Q1 | $13.4K | Hold |
225
| – | – | ﹤0.01% | 265 |
|
|
2023
Q4 | $13.9K | Hold |
225
| – | – | ﹤0.01% | 283 |
|
|
2023
Q3 | $13.1K | Hold |
225
| – | – | ﹤0.01% | 287 |
|
|
2023
Q2 | $16K | Hold |
225
| – | – | ﹤0.01% | 286 |
|
|
2023
Q1 | $17.6K | Hold |
225
| – | – | ﹤0.01% | 290 |
|
|
2022
Q4 | $18.9K | Hold |
225
| – | – | 0.01% | 292 |
|
|
2022
Q3 | $18K | Hold |
225
| – | – | 0.01% | 295 |
|
|
2022
Q2 | $19K | Hold |
225
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $20K | Sell |
225
-2
| -0.9% | -$178 | ﹤0.01% | 247 |
|
|
2021
Q4 | $21K | Sell |
227
-123
| -35% | -$11.4K | ﹤0.01% | 245 |
|
|
2021
Q3 | $29K | Hold |
350
| – | – | 0.01% | 224 |
|
|
2021
Q2 | $28K | Hold |
350
| – | – | 0.01% | 230 |
|
|
2021
Q1 | $30K | Hold |
350
| – | – | 0.01% | 217 |
|
|
2020
Q4 | $30K | Sell |
350
-778
| -69% | -$66.7K | 0.01% | 217 |
|
|
2020
Q3 | $94K | Hold |
1,128
| – | – | 0.03% | 148 |
|
|
2020
Q2 | $94K | Sell |
1,128
-506
| -31% | -$42.2K | 0.03% | 145 |
|
|
2020
Q1 | $128K | Buy |
1,634
+1,040
| +175% | +$81.5K | 0.05% | 131 |
|
|
2019
Q4 | $51K | Hold |
594
| – | – | 0.02% | 191 |
|
|
2019
Q3 | $51K | Sell |
594
-98
| -14% | -$8.41K | 0.02% | 244 |
|
|
2019
Q2 | $52K | Buy |
692
+142
| +26% | +$10.7K | 0.01% | 277 |
|
|
2019
Q1 | $39K | Hold |
550
| – | – | 0.01% | 308 |
|
|
2018
Q4 | $36K | Hold |
550
| – | – | 0.01% | 303 |
|
|
2018
Q3 | $34K | Hold |
550
| – | – | 0.01% | 333 |
|
|
2018
Q2 | $32K | Sell |
550
-243
| -31% | -$14.1K | 0.01% | 336 |
|
|
2018
Q1 | $46K | Sell |
793
-160
| -17% | -$9.28K | 0.01% | 451 |
|
|
2017
Q4 | $60K | Sell |
953
-970
| -50% | -$61.1K | 0.01% | 436 |
|
|
2017
Q3 | $116K | Sell |
1,923
-577
| -23% | -$34.8K | 0.02% | 290 |
|
|
2017
Q2 | $152K | Sell |
2,500
-67
| -3% | -$4.07K | 0.03% | 245 |
|
|
2017
Q1 | $151K | Buy |
2,567
+1,651
| +180% | +$97.1K | 0.04% | 226 |
|
|
2016
Q4 | $51K | Buy |
916
+773
| +541% | +$43K | 0.01% | 367 |
|
|
2016
Q3 | $8K | Hold |
143
| – | – | ﹤0.01% | 634 |
|
|
2016
Q2 | $9K | Buy |
+143
| New | +$9K | ﹤0.01% | 582 |
|