IWA
IBEX Wealth Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,819
| Closed | -$532K | – | 178 |
|
|
2022
Q3 | $532K | Buy |
+6,819
| New | +$532K | 0.14% | 103 |
|
|
2021
Q4 | – | Sell |
-1,745
| Closed | -$143K | – | 260 |
|
|
2021
Q3 | $143K | Buy |
+1,745
| New | +$143K | 0.03% | 204 |
|
|
2019
Q3 | – | Sell |
-1,356
| Closed | -$102K | – | 147 |
|
|
2019
Q2 | $102K | Buy |
+1,356
| New | +$102K | 0.03% | 163 |
|