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Lloyd Advisory Services’s Eversource Energy ES Stock Holding History

Lloyd Advisory Services’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.21K Buy
+133
New +$9.4K ﹤0.01% 490
2022
Q2 		– Sell
-557
Closed -$49K – 216
2022
Q1 		$49K Buy
557
+28
+5% +$2.4K 0.02% 230
2021
Q4 		$48K Buy
529
+18
+4% +$1.55K 0.02% 209
2021
Q3 		$42K Buy
511
+97
+23% +$8.42K 0.02% 175
2021
Q2 		$33K Buy
414
+43
+12% +$3.62K 0.02% 200
2021
Q1 		$32K Buy
371
+2
+0.5% +$170 0.02% 181
2020
Q4 		$32K Buy
369
+38
+11% +$3.38K 0.02% 146
2020
Q3 		$28K Sell
331
-52
-14% -$4.45K 0.02% 141
2020
Q2 		$32K Sell
383
-3
-0.8% -$248 0.02% 135
2020
Q1 		$30K Sell
386
-5
-1% -$439 0.02% 122
2019
Q4 		$33K Buy
+391
New +$32.5K 0.03% 158

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