Jaffetilchin Investment Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-223
| Closed | -$15.2K | – | 643 |
|
2024
Q3 | $15.2K | Buy |
+223
| New | +$15.2K | ﹤0.01% | 811 |
|
2020
Q2 | – | Sell |
-5,567
| Closed | -$435K | – | 210 |
|
2020
Q1 | $435K | Sell |
5,567
-217
| -4% | -$17K | 0.15% | 91 |
|
2019
Q4 | $492K | Buy |
5,784
+277
| +5% | +$23.6K | 0.11% | 122 |
|
2019
Q3 | $471K | Sell |
5,507
-573
| -9% | -$49K | 0.11% | 121 |
|
2019
Q2 | $461K | Sell |
6,080
-7,933
| -57% | -$601K | 0.11% | 137 |
|
2019
Q1 | $994K | Buy |
14,013
+38
| +0.3% | +$2.7K | 0.22% | 74 |
|
2018
Q4 | $909K | Buy |
13,975
+8,476
| +154% | +$551K | 0.23% | 58 |
|
2018
Q3 | $338K | Buy |
+5,499
| New | +$338K | 0.07% | 210 |
|
2017
Q4 | – | Sell |
-6,687
| Closed | -$404K | – | 250 |
|
2017
Q3 | $404K | Buy |
+6,687
| New | +$404K | 0.1% | 192 |
|