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Kaizen Advisory’s Eversource Energy ES Stock Holding History

Kaizen Advisory’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		$55K Buy
838
+166
+25% +$10.9K 0.04% 309
2018
Q3 		$41K Hold
672
– – 0.02% 378
2018
Q2 		$39K Buy
672
+368
+121% +$21.4K 0.02% 380
2018
Q1 		$18K Hold
304
– – 0.02% 353
2017
Q4 		$19K Buy
+304
New +$19K 0.01% 339