HGWM
Harvest Group Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,673
| Closed | -$837K | – | 235 |
|
|
2020
Q4 | $837K | Buy |
9,673
+18
| +0.2% | +$1.56K | 0.5% | 18 |
|
|
2020
Q3 | $807K | Buy |
9,655
+18
| +0.2% | +$1.51K | 0.56% | 18 |
|
|
2020
Q2 | $802K | Sell |
9,637
-613
| -6% | -$51K | 0.67% | 18 |
|
|
2020
Q1 | $801K | Sell |
10,250
-513
| -5% | -$40.1K | 0.81% | 19 |
|
|
2019
Q4 | $915K | Sell |
10,763
-1,317
| -11% | -$112K | 0.8% | 17 |
|
|
2019
Q3 | $1.03M | Buy |
12,080
+133
| +1% | +$11.4K | 1.27% | 13 |
|
|
2019
Q2 | $905K | Sell |
11,947
-10,526
| -47% | -$797K | 1.17% | 13 |
|
|
2019
Q1 | $1.59M | Buy |
22,473
+60
| +0.3% | +$4.26K | 1.47% | 15 |
|
|
2018
Q4 | $1.46M | Buy |
+22,413
| New | +$1.46M | 1.88% | 10 |
|
|
2018
Q2 | – | Sell |
-22,679
| Closed | -$1.34M | – | 38 |
|
|
2018
Q1 | $1.34M | Sell |
22,679
-1,256
| -5% | -$74K | 0.9% | 19 |
|
|
2017
Q4 | $1.51M | Buy |
+23,935
| New | +$1.51M | 0.92% | 18 |
|