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Geller Advisors’s Eversource Energy ES Stock Holding History

Geller Advisors’s Portfolio ES Stock Details ES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,287
Closed -$257K – 89
2020
Q1 		$257K Sell
3,287
-666
-17% -$52.1K 0.07% 51
2019
Q4 		$336K Sell
3,953
-1,367
-26% -$116K 0.1% 30
2019
Q3 		$455K Buy
+5,320
New +$455K 0.16% 26