Laurel Wealth Advisors (California)’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $544K | Buy |
6,484
+196
| +3% | +$16.4K | 0.05% | 340 |
|
|
2022
Q3 | $490K | Hold |
6,288
| – | – | 0.05% | 348 |
|
|
2022
Q2 | $531K | Sell |
6,288
-131
| -2% | -$11.1K | 0.05% | 341 |
|
|
2022
Q1 | $566K | Buy |
6,419
+1
| +0% | +$88 | 0.05% | 374 |
|
|
2021
Q4 | $584K | Buy |
+6,418
| New | +$584K | 0.05% | 397 |
|
|
2021
Q3 | – | Sell |
-6,439
| Closed | -$516K | – | 462 |
|
|
2021
Q2 | $516K | Sell |
6,439
-62
| -1% | -$4.97K | 0.07% | 267 |
|
|
2021
Q1 | $563K | Sell |
6,501
-103
| -2% | -$8.92K | 0.09% | 230 |
|
|
2020
Q4 | $571K | Sell |
6,604
-194
| -3% | -$16.8K | 0.08% | 222 |
|
|
2020
Q3 | $567K | Sell |
6,798
-363
| -5% | -$30.3K | 0.09% | 206 |
|
|
2020
Q2 | $596K | Buy |
7,161
+2
| +0% | +$166 | 0.11% | 199 |
|
|
2020
Q1 | $559K | Sell |
7,159
-289
| -4% | -$22.6K | 0.13% | 178 |
|
|
2019
Q4 | $634K | Sell |
7,448
-222
| -3% | -$18.9K | 0.11% | 200 |
|
|
2019
Q3 | $656K | Buy |
7,670
+4,723
| +160% | +$404K | 0.11% | 202 |
|
|
2019
Q2 | $223K | Buy |
2,947
+73
| +3% | +$5.52K | 0.05% | 360 |
|
|
2019
Q1 | $204K | Buy |
+2,874
| New | +$204K | 0.05% | 360 |
|
|
2018
Q3 | – | Sell |
-4,875
| Closed | -$285K | – | 407 |
|
|
2018
Q2 | $285K | Sell |
4,875
-101
| -2% | -$5.91K | 0.08% | 270 |
|
|
2018
Q1 | $293K | Sell |
4,976
-294
| -6% | -$17.3K | 0.09% | 246 |
|
|
2017
Q4 | $332K | Buy |
+5,270
| New | +$332K | 0.1% | 230 |
|