Ironwood Financial’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-145
| Closed | -$12K | – | 242 |
|
|
2021
Q3 | $12K | Hold |
145
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $12K | Buy |
145
+58
| +67% | +$4.8K | ﹤0.01% | 344 |
|
|
2021
Q1 | $8K | Hold |
87
| – | – | ﹤0.01% | 358 |
|
|
2020
Q4 | $8K | Hold |
87
| – | – | ﹤0.01% | 334 |
|
|
2020
Q3 | $7K | Hold |
87
| – | – | ﹤0.01% | 289 |
|
|
2020
Q2 | $7K | Buy |
+87
| New | +$7K | ﹤0.01% | 275 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$6K | – | 265 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 198 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 192 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 202 |
|
|
2016
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 192 |
|
|
2016
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 191 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 261 |
|
|
2015
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 248 |
|
|
2015
Q1 | – | Sell |
-7
| Closed | – | – | 359 |
|
|
2014
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 334 |
|