Kenfarb & Co’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.22M | Sell |
21,020
-150
| -0.7% | -$8.72K | 1.12% | 28 |
|
|
2023
Q2 | $1.5M | Sell |
21,170
-150
| -0.7% | -$10.6K | 1.31% | 24 |
|
|
2023
Q1 | $1.67M | Sell |
21,320
-300
| -1% | -$23.5K | 1.49% | 21 |
|
|
2022
Q4 | $1.81M | Sell |
21,620
-130
| -0.6% | -$10.9K | 1.61% | 20 |
|
|
2022
Q3 | $1.7M | Sell |
21,750
-500
| -2% | -$39K | 1.61% | 20 |
|
|
2022
Q2 | $1.96M | Hold |
22,250
| – | – | 1.55% | 22 |
|
|
2022
Q1 | $1.96M | Hold |
22,250
| – | – | 1.55% | 22 |
|
|
2021
Q4 | $2.02M | Buy |
+22,250
| New | +$2.02M | 1.48% | 23 |
|