Gupta Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.76M | Sell |
30,168
-1,542
| -5% | -$90K | 0.41% | 57 |
|
|
2015
Q4 | $1.62M | Sell |
31,710
-5,581
| -15% | -$285K | 0.41% | 56 |
|
|
2015
Q3 | $1.89M | Sell |
37,291
-762
| -2% | -$38.6K | 0.46% | 52 |
|
|
2015
Q2 | $1.73M | Buy |
38,053
+767
| +2% | +$34.8K | 0.42% | 60 |
|
|
2015
Q1 | $1.88M | Buy |
+37,286
| New | +$1.88M | 0.55% | 52 |
|