Insight Wealth Strategies’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,982
| Closed | -$258K | – | 203 |
|
|
2021
Q1 | $258K | Buy |
2,982
+20
| +0.7% | +$1.73K | 0.03% | 193 |
|
|
2020
Q4 | $256K | Sell |
2,962
-375
| -11% | -$32.4K | 0.04% | 187 |
|
|
2020
Q3 | $279K | Sell |
3,337
-108
| -3% | -$9.03K | 0.05% | 155 |
|
|
2020
Q2 | $287K | Buy |
3,445
+91
| +3% | +$7.58K | 0.06% | 131 |
|
|
2020
Q1 | $262K | Buy |
3,354
+240
| +8% | +$18.7K | 0.07% | 127 |
|
|
2019
Q4 | $265K | Sell |
3,114
-4,978
| -62% | -$424K | 0.06% | 174 |
|
|
2019
Q3 | $692K | Buy |
8,092
+1,326
| +20% | +$113K | 0.16% | 94 |
|
|
2019
Q2 | $513K | Buy |
6,766
+601
| +10% | +$45.6K | 0.13% | 103 |
|
|
2019
Q1 | $437K | Buy |
+6,165
| New | +$437K | 0.12% | 103 |
|