Legacy Financial Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-256
| Closed | -$18K | – | 359 |
|
|
2019
Q1 | $18K | Buy |
256
+94
| +58% | +$6.61K | 0.01% | 473 |
|
|
2018
Q4 | $11K | Buy |
162
+39
| +32% | +$2.65K | ﹤0.01% | 533 |
|
|
2018
Q3 | $7K | Hold |
123
| – | – | ﹤0.01% | 609 |
|
|
2018
Q2 | $7K | Hold |
123
| – | – | ﹤0.01% | 622 |
|
|
2018
Q1 | $7K | Hold |
123
| – | – | ﹤0.01% | 569 |
|
|
2017
Q4 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 565 |
|