Leelyn Smith’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$16.8K | – | 200 |
|
|
2022
Q4 | $16.8K | Sell |
200
-740
| -79% | -$62K | ﹤0.01% | 280 |
|
|
2022
Q3 | $73K | Sell |
940
-350
| -27% | -$27.2K | 0.03% | 127 |
|
|
2022
Q2 | $109K | Hold |
1,290
| – | – | 0.03% | 149 |
|
|
2022
Q1 | $114K | Sell |
1,290
-250
| -16% | -$22.1K | 0.03% | 151 |
|
|
2021
Q4 | $140K | Hold |
1,540
| – | – | 0.04% | 137 |
|
|
2021
Q3 | $126K | Hold |
1,540
| – | – | 0.04% | 140 |
|
|
2021
Q2 | $124K | Hold |
1,540
| – | – | 0.04% | 146 |
|
|
2021
Q1 | $133K | Buy |
1,540
+50
| +3% | +$4.32K | 0.04% | 145 |
|
|
2020
Q4 | $129K | Sell |
1,490
-290
| -16% | -$25.1K | 0.04% | 141 |
|
|
2020
Q3 | $149K | Buy |
1,780
+140
| +9% | +$11.7K | 0.05% | 137 |
|
|
2020
Q2 | $137K | Hold |
1,640
| – | – | 0.06% | 135 |
|
|
2020
Q1 | $128K | Buy |
1,640
+98
| +6% | +$7.65K | 0.07% | 124 |
|
|
2019
Q4 | $130 | Buy |
+1,542
| New | +$130 | 0.06% | 134 |
|