Goldstone Financial Group’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,244
| Closed | -$254K | – | 181 |
|
2024
Q1 | $254K | Buy |
4,244
+488
| +13% | +$29.2K | 0.06% | 139 |
|
2023
Q4 | $232K | Buy |
+3,756
| New | +$232K | 0.06% | 146 |
|
2023
Q3 | – | Sell |
-3,479
| Closed | -$247K | – | 158 |
|
2023
Q2 | $247K | Buy |
3,479
+416
| +14% | +$29.5K | 0.07% | 145 |
|
2023
Q1 | $240K | Buy |
+3,063
| New | +$240K | 0.08% | 130 |
|