Genovese Burford & Brothers Wealth & Retirement Plan Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-634
| Closed | -$37K | – | 172 |
|
|
2018
Q2 | $37K | Hold |
634
| – | – | 0.01% | 201 |
|
|
2018
Q1 | $37K | Hold |
634
| – | – | 0.01% | 196 |
|
|
2017
Q4 | $40K | Hold |
634
| – | – | 0.1% | 102 |
|
|
2017
Q3 | $38K | Hold |
634
| – | – | 0.02% | 171 |
|
|
2017
Q2 | $38K | Hold |
634
| – | – | 0.02% | 166 |
|
|
2017
Q1 | $38K | Hold |
634
| – | – | 0.02% | 169 |
|
|
2016
Q4 | $36K | Hold |
634
| – | – | 0.01% | 193 |
|
|
2016
Q3 | $34K | Hold |
634
| – | – | 0.01% | 191 |
|
|
2016
Q2 | $37K | Hold |
634
| – | – | 0.02% | 168 |
|
|
2016
Q1 | $36K | Buy |
+634
| New | +$36K | 0.02% | 159 |
|