Geneva Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,817
| Closed | -$432K | – | 790 |
|
|
2016
Q4 | $432K | Buy |
7,817
+53
| +0.7% | +$2.93K | 0.01% | 509 |
|
|
2016
Q3 | $421K | Sell |
7,764
-157
| -2% | -$8.51K | 0.01% | 504 |
|
|
2016
Q2 | $474K | Buy |
7,921
+157
| +2% | +$9.4K | 0.01% | 455 |
|
|
2016
Q1 | $453K | Sell |
7,764
-290
| -4% | -$16.9K | 0.01% | 452 |
|
|
2015
Q4 | $411K | Buy |
8,054
+262
| +3% | +$13.4K | 0.01% | 443 |
|
|
2015
Q3 | $394K | Buy |
7,792
+28
| +0.4% | +$1.42K | 0.01% | 431 |
|
|
2015
Q2 | $353K | Buy |
7,764
+1,296
| +20% | +$58.9K | 0.01% | 494 |
|
|
2015
Q1 | $327K | Sell |
6,468
-157
| -2% | -$7.94K | 0.01% | 499 |
|
|
2014
Q4 | $355K | Buy |
+6,625
| New | +$355K | 0.01% | 475 |
|