Fusion Family Wealth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-131
| Closed | -$11K | – | 58 |
|
|
2021
Q1 | $11K | Hold |
131
| – | – | ﹤0.01% | 83 |
|
|
2020
Q4 | $11K | Hold |
131
| – | – | ﹤0.01% | 76 |
|
|
2020
Q3 | $11K | Hold |
131
| – | – | ﹤0.01% | 78 |
|
|
2020
Q2 | $11K | Hold |
131
| – | – | ﹤0.01% | 78 |
|
|
2020
Q1 | $10K | Hold |
131
| – | – | ﹤0.01% | 85 |
|
|
2019
Q4 | $11K | Hold |
131
| – | – | ﹤0.01% | 94 |
|
|
2019
Q3 | $11K | Hold |
131
| – | – | ﹤0.01% | 100 |
|
|
2019
Q2 | $10K | Hold |
131
| – | – | ﹤0.01% | 118 |
|
|
2019
Q1 | $9K | Hold |
131
| – | – | ﹤0.01% | 109 |
|
|
2018
Q4 | $9K | Hold |
131
| – | – | ﹤0.01% | 186 |
|
|
2018
Q3 | $8K | Hold |
131
| – | – | ﹤0.01% | 199 |
|
|
2018
Q2 | $8K | Hold |
131
| – | – | ﹤0.01% | 215 |
|
|
2018
Q1 | $8K | Hold |
131
| – | – | ﹤0.01% | 202 |
|
|
2017
Q4 | $8K | Hold |
131
| – | – | ﹤0.01% | 216 |
|
|
2017
Q3 | $8K | Hold |
131
| – | – | ﹤0.01% | 161 |
|
|
2017
Q2 | $8K | Hold |
131
| – | – | ﹤0.01% | 211 |
|
|
2017
Q1 | $8K | Hold |
131
| – | – | ﹤0.01% | 212 |
|
|
2016
Q4 | $7K | Buy |
+131
| New | +$7K | ﹤0.01% | 275 |
|