JWM
Janiczek Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $36.7K | Sell |
647
-75
| -10% | -$4.25K | 0.01% | 453 |
|
|
2024
Q1 | $43.2K | Sell |
722
-426
| -37% | -$25.5K | 0.01% | 431 |
|
|
2023
Q4 | $70.9K | Buy |
1,148
+892
| +348% | +$55.1K | 0.02% | 333 |
|
|
2023
Q3 | $14.9K | Buy |
+256
| New | +$14.9K | ﹤0.01% | 561 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$255 | – | 1028 |
|
|
2022
Q4 | $255 | Hold |
3
| – | – | ﹤0.01% | 968 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 955 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 981 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 987 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1033 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 982 |
|
|
2020
Q3 | – | Sell |
-40
| Closed | -$3K | – | 664 |
|
|
2020
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 234 |
|