Level Four Advisory Services’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,273
| Closed | -$200K | – | 586 |
|
|
2022
Q1 | $200K | Buy |
+2,273
| New | +$200K | 0.02% | 611 |
|
|
2019
Q1 | – | Sell |
-6,899
| Closed | -$449K | – | 521 |
|
|
2018
Q4 | $449K | Sell |
6,899
-2,741
| -28% | -$178K | 0.06% | 318 |
|
|
2018
Q3 | $592K | Buy |
9,640
+61
| +0.6% | +$3.75K | 0.06% | 303 |
|
|
2018
Q2 | $561K | Buy |
+9,579
| New | +$561K | 0.04% | 356 |
|