Lenox Wealth Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 831 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 972 |
|
|
2021
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 736 |
|
|
2021
Q2 | – | Sell |
-37
| Closed | -$3K | – | 725 |
|
|
2021
Q1 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 566 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | – | – | 819 |
|
|
2019
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 752 |
|