Kelly Financial Services’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-489
| Closed | -$27.8K | – | 292 |
|
|
2024
Q2 | $27.8K | Buy |
489
+9
| +2% | +$511 | 0.01% | 287 |
|
|
2024
Q1 | $28.7K | Buy |
480
+100
| +26% | +$5.98K | 0.01% | 282 |
|
|
2023
Q4 | $23.5K | Sell |
380
-463
| -55% | -$28.6K | 0.01% | 289 |
|
|
2023
Q3 | $49K | Buy |
843
+10
| +1% | +$581 | 0.02% | 187 |
|
|
2023
Q2 | $59.1K | Buy |
833
+8
| +1% | +$568 | 0.03% | 170 |
|
|
2023
Q1 | $64.6K | Buy |
825
+7
| +0.9% | +$548 | 0.03% | 156 |
|
|
2022
Q4 | $68.6K | Sell |
818
-68
| -8% | -$5.7K | 0.04% | 143 |
|
|
2022
Q3 | $69.1K | Buy |
886
+453
| +105% | +$35.3K | 0.04% | 131 |
|
|
2022
Q2 | $36.6K | Buy |
433
+3
| +0.7% | +$254 | 0.02% | 194 |
|
|
2022
Q1 | $37.9K | Buy |
430
+3
| +0.7% | +$265 | 0.02% | 207 |
|
|
2021
Q4 | $38.9K | Sell |
427
-5
| -1% | -$455 | 0.02% | 209 |
|
|
2021
Q3 | $35.4K | Sell |
432
-34,020
| -99% | -$2.78M | 0.02% | 200 |
|
|
2021
Q2 | $429K | Buy |
34,452
+33,931
| +6,513% | +$423K | 0.02% | 203 |
|
|
2021
Q1 | $45.1K | Buy |
521
+3
| +0.6% | +$260 | 0.03% | 132 |
|
|
2020
Q4 | $44.8K | Buy |
518
+2
| +0.4% | +$173 | 0.03% | 121 |
|
|
2020
Q3 | $43.1K | Buy |
516
+3
| +0.6% | +$250 | 0.03% | 108 |
|
|
2020
Q2 | $42.7K | Buy |
513
+3
| +0.6% | +$250 | 0.03% | 103 |
|
|
2020
Q1 | $39.9K | Buy |
510
+2
| +0.4% | +$157 | 0.05% | 90 |
|
|
2019
Q4 | $43.2K | Buy |
508
+228
| +81% | +$19.4K | 0.03% | 91 |
|
|
2019
Q3 | $23.9K | Buy |
280
+1
| +0.4% | +$86 | 0.02% | 135 |
|
|
2019
Q2 | $21.2K | Buy |
279
+1
| +0.4% | +$76 | 0.02% | 145 |
|
|
2019
Q1 | $19.7K | Buy |
+278
| New | +$19.7K | 0.02% | 146 |
|