JNBA Financial Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7
| Closed | -$408 | – | 721 |
|
|
2023
Q3 | $408 | Buy |
+7
| New | +$408 | ﹤0.01% | 711 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$548 | – | 721 |
|
|
2023
Q1 | $548 | Buy |
+7
| New | +$548 | ﹤0.01% | 699 |
|
|
2018
Q3 | – | Sell |
-218
| Closed | -$13K | – | 552 |
|
|
2018
Q2 | $13K | Hold |
218
| – | – | ﹤0.01% | 372 |
|
|
2018
Q1 | $13K | Hold |
218
| – | – | ﹤0.01% | 350 |
|
|
2017
Q4 | $14K | Hold |
218
| – | – | ﹤0.01% | 344 |
|
|
2017
Q3 | $13K | Hold |
218
| – | – | ﹤0.01% | 338 |
|
|
2017
Q2 | $13K | Hold |
218
| – | – | ﹤0.01% | 333 |
|
|
2017
Q1 | $13K | Hold |
218
| – | – | ﹤0.01% | 336 |
|
|
2016
Q4 | $12K | Sell |
218
-631
| -74% | -$34.7K | ﹤0.01% | 346 |
|
|
2016
Q3 | $46K | Buy |
+849
| New | +$46K | 0.01% | 551 |
|
|
2016
Q2 | – | Sell |
-122
| Closed | -$7K | – | 522 |
|
|
2016
Q1 | $7K | Buy |
+122
| New | +$7K | ﹤0.01% | 389 |
|