Kraematon Investment Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,674
| Closed | -$250K | – | 89 |
|
|
2024
Q3 | $250K | Buy |
3,674
+25
| +0.7% | +$1.7K | 0.25% | 75 |
|
|
2024
Q2 | $207K | Sell |
3,649
-94
| -3% | -$5.33K | 0.21% | 80 |
|
|
2024
Q1 | $224K | Sell |
3,743
-1,353
| -27% | -$80.9K | 0.23% | 80 |
|
|
2023
Q4 | $315K | Buy |
5,096
+37
| +0.7% | +$2.28K | 0.35% | 66 |
|
|
2023
Q3 | $294K | Buy |
5,059
+39
| +0.8% | +$2.27K | 0.36% | 63 |
|
|
2023
Q2 | $356K | Buy |
5,020
+32
| +0.6% | +$2.27K | 0.39% | 61 |
|
|
2023
Q1 | $390K | Buy |
4,988
+29
| +0.6% | +$2.27K | 0.45% | 57 |
|
|
2022
Q4 | $416K | Buy |
4,959
+25
| +0.5% | +$2.1K | 0.45% | 56 |
|
|
2022
Q3 | $385K | Buy |
4,934
+24
| +0.5% | +$1.87K | 0.5% | 54 |
|
|
2022
Q2 | $415K | Buy |
4,910
+25
| +0.5% | +$2.11K | 0.48% | 54 |
|
|
2022
Q1 | $431K | Buy |
4,885
+23
| +0.5% | +$2.03K | 0.41% | 59 |
|
|
2021
Q4 | $442K | Buy |
+4,862
| New | +$442K | 0.4% | 60 |
|