Freedman Financial Associates’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 |
-3,189
| Closed | -$284K | – | 133 |
|
|
2022
Q1 | $284K | Hold |
3,189
| – | – | 0.2% | 57 |
|
|
2021
Q4 | $290K | Hold |
3,189
| – | – | 0.2% | 53 |
|
|
2021
Q3 | $261K | Hold |
3,189
| – | – | 0.19% | 50 |
|
|
2021
Q2 | $256K | Sell |
3,189
-618
| -16% | -$49.6K | 0.19% | 49 |
|
|
2021
Q1 | $330K | Hold |
3,807
| – | – | 0.27% | 41 |
|
|
2020
Q4 | $329K | Buy |
+3,807
| New | +$329K | 0.3% | 40 |
|