Klingman & Associates’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-76
| Closed | -$4K | – | 380 |
|
|
2016
Q1 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 342 |
|
|
2015
Q4 | – | Sell |
-76
| Closed | -$3K | – | 407 |
|
|
2015
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 381 |
|
|
2015
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 371 |
|
|
2015
Q1 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 324 |
|