LifePlan Financial Group’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $432K | Hold |
5,167
| – | – | 0.19% | 85 |
|
2020
Q2 | $430K | Hold |
5,167
| – | – | 0.2% | 82 |
|
2020
Q1 | $404K | Hold |
5,167
| – | – | 0.22% | 79 |
|
2019
Q4 | $440K | Hold |
5,167
| – | – | 0.2% | 88 |
|
2019
Q3 | $442K | Hold |
5,167
| – | – | 0.21% | 83 |
|
2019
Q2 | $391K | Hold |
5,167
| – | – | 0.19% | 84 |
|
2019
Q1 | $367K | Hold |
5,167
| – | – | 0.2% | 85 |
|
2018
Q4 | $336K | Hold |
5,167
| – | – | 0.21% | 82 |
|
2018
Q3 | $317K | Hold |
5,167
| – | – | 0.17% | 97 |
|
2018
Q2 | $303K | Hold |
5,167
| – | – | 0.17% | 95 |
|
2018
Q1 | $304K | Hold |
5,167
| – | – | 0.18% | 91 |
|
2017
Q4 | $312K | Hold |
5,167
| – | – | 0.2% | 87 |
|
2017
Q3 | $312K | Hold |
5,167
| – | – | 0.2% | 87 |
|
2017
Q2 | $314K | Hold |
5,167
| – | – | 0.22% | 83 |
|
2017
Q1 | $304K | Hold |
5,167
| – | – | 0.21% | 84 |
|
2016
Q4 | $285K | Hold |
5,167
| – | – | 0.2% | 91 |
|
2016
Q3 | $280K | Hold |
5,167
| – | – | 0.19% | 89 |
|
2016
Q2 | $310K | Hold |
5,167
| – | – | 0.21% | 75 |
|
2016
Q1 | $301K | Hold |
5,167
| – | – | 0.21% | 75 |
|
2015
Q4 | $264K | Hold |
5,167
| – | – | 0.19% | 74 |
|
2015
Q3 | $262K | Buy |
+5,167
| New | +$262K | 0.19% | 76 |
|
2015
Q1 | – | Sell |
-3,949
| Closed | -$211K | – | 82 |
|
2014
Q4 | $211K | Buy |
+3,949
| New | +$211K | 0.14% | 74 |
|
2014
Q2 | – | Sell |
-1,456
| Closed | -$66K | – | 110 |
|
2014
Q1 | $66K | Buy |
+1,456
| New | +$66K | 0.05% | 106 |
|