IFG Advisory’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,565
| Closed | -$218K | – | 375 |
|
|
2019
Q4 | $218K | Sell |
2,565
-2,299
| -47% | -$195K | 0.04% | 377 |
|
|
2019
Q3 | $415K | Sell |
4,864
-57
| -1% | -$4.86K | 0.08% | 254 |
|
|
2019
Q2 | $372K | Sell |
4,921
-363
| -7% | -$27.4K | 0.07% | 239 |
|
|
2019
Q1 | $374K | Sell |
5,284
-201
| -4% | -$14.2K | 0.07% | 231 |
|
|
2018
Q4 | $356K | Sell |
5,485
-32
| -0.6% | -$2.08K | 0.08% | 223 |
|
|
2018
Q3 | $338K | Sell |
5,517
-509
| -8% | -$31.2K | 0.06% | 273 |
|
|
2018
Q2 | $353K | Buy |
6,026
+236
| +4% | +$13.8K | 0.07% | 243 |
|
|
2018
Q1 | $341K | Sell |
5,790
-10
| -0.2% | -$589 | 0.08% | 246 |
|
|
2017
Q4 | $366K | Buy |
+5,800
| New | +$366K | 0.08% | 227 |
|