IFAM
Institutional & Family Asset Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,551
| Closed | -$95K | – | 837 |
|
|
2018
Q3 | $95K | Buy |
1,551
+13
| +0.8% | +$796 | 0.02% | 269 |
|
|
2018
Q2 | $90K | Buy |
+1,538
| New | +$90K | 0.02% | 280 |
|
|
2017
Q4 | – | Sell |
-11,011
| Closed | -$666K | – | 170 |
|
|
2017
Q3 | $666K | Sell |
11,011
-89
| -0.8% | -$5.38K | 0.13% | 105 |
|
|
2017
Q2 | $674K | Sell |
11,100
-141
| -1% | -$8.56K | 0.17% | 78 |
|
|
2017
Q1 | $661K | Sell |
11,241
-53,459
| -83% | -$3.14M | 0.21% | 74 |
|
|
2016
Q4 | $3.57M | Buy |
64,700
+3,405
| +6% | +$188K | 1.13% | 41 |
|
|
2016
Q3 | $3.32M | Buy |
61,295
+4,824
| +9% | +$261K | 1.1% | 52 |
|
|
2016
Q2 | $3.38M | Buy |
56,471
+5,306
| +10% | +$318K | 1.18% | 27 |
|
|
2016
Q1 | $2.61M | Sell |
51,165
-118
| -0.2% | -$6.03K | 0.98% | 44 |
|
|
2015
Q4 | $2.62M | Buy |
+51,283
| New | +$2.62M | 0.98% | 44 |
|