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