JGP Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,527
| Closed | -$234K | – | 149 |
|
|
2022
Q1 | $234K | Buy |
2,527
+179
| +8% | +$16.6K | 0.04% | 152 |
|
|
2021
Q4 | $210K | Buy |
+2,348
| New | +$210K | 0.04% | 155 |
|
|
2021
Q2 | – | Sell |
-2,348
| Closed | -$203K | – | 159 |
|
|
2021
Q1 | $203K | Sell |
2,348
-49
| -2% | -$4.24K | 0.05% | 145 |
|
|
2020
Q4 | $212K | Buy |
2,397
+49
| +2% | +$4.33K | 0.05% | 140 |
|
|
2020
Q3 | $215K | Buy |
+2,348
| New | +$215K | 0.06% | 126 |
|
|
2018
Q3 | – | Sell |
-44,207
| Closed | -$2.59M | – | 120 |
|
|
2018
Q2 | $2.59M | Buy |
+44,207
| New | +$2.59M | 1.08% | 45 |
|