Goodwin Investment Advisory’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-143
| Closed | -$12K | – | 127 |
|
|
2022
Q4 | $12K | Hold |
143
| – | – | 0.01% | 148 |
|
|
2022
Q3 | $11K | Sell |
143
-211
| -60% | -$16.2K | 0.01% | 147 |
|
|
2022
Q2 | $29.9K | Hold |
354
| – | – | 0.02% | 86 |
|
|
2022
Q1 | $31K | Sell |
354
-84
| -19% | -$7.36K | 0.02% | 105 |
|
|
2021
Q4 | $40K | Hold |
438
| – | – | 0.03% | 88 |
|
|
2021
Q3 | $36K | Buy |
+438
| New | +$36K | 0.04% | 86 |
|
|
2021
Q2 | – | Sell |
-438
| Closed | -$38K | – | 134 |
|
|
2021
Q1 | $38K | Buy |
+438
| New | +$38K | 0.04% | 89 |
|