Holt Capital Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-131
| Closed | -$7K | – | 240 |
|
2014
Q4 | $7K | Buy |
+131
| New | +$7K | ﹤0.01% | 234 |
|
2014
Q3 | – | Sell |
-131
| Closed | -$6K | – | 135 |
|
2014
Q2 | $6K | Hold |
131
| – | – | ﹤0.01% | 202 |
|
2014
Q1 | $6K | Hold |
131
| – | – | ﹤0.01% | 201 |
|
2013
Q4 | $6K | Buy |
+131
| New | +$6K | ﹤0.01% | 201 |
|