Graves Light Lenhart Wealth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-278
| Closed | -$21.8K | – | 197 |
|
|
2023
Q1 | $21.8K | Buy |
+278
| New | +$21.8K | ﹤0.01% | 179 |
|
|
2022
Q3 | – | Sell |
-278
| Closed | -$23K | – | 299 |
|
|
2022
Q2 | $23K | Hold |
278
| – | – | ﹤0.01% | 401 |
|
|
2022
Q1 | $25K | Hold |
278
| – | – | ﹤0.01% | 445 |
|
|
2021
Q4 | $25K | Hold |
278
| – | – | ﹤0.01% | 504 |
|
|
2021
Q3 | $23K | Hold |
278
| – | – | ﹤0.01% | 477 |
|
|
2021
Q2 | $22K | Hold |
278
| – | – | ﹤0.01% | 486 |
|
|
2021
Q1 | $24K | Hold |
278
| – | – | ﹤0.01% | 473 |
|
|
2020
Q4 | $24K | Buy |
+278
| New | +$24K | ﹤0.01% | 453 |
|