Lloyd 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 |
-557
| Closed | -$49K | – | 216 |
|
|
2022
Q1 | $49K | Buy |
557
+28
| +5% | +$2.46K | 0.02% | 230 |
|
|
2021
Q4 | $48K | Buy |
529
+18
| +4% | +$1.63K | 0.02% | 209 |
|
|
2021
Q3 | $42K | Buy |
511
+97
| +23% | +$7.97K | 0.02% | 175 |
|
|
2021
Q2 | $33K | Buy |
414
+43
| +12% | +$3.43K | 0.02% | 200 |
|
|
2021
Q1 | $32K | Buy |
371
+2
| +0.5% | +$173 | 0.02% | 181 |
|
|
2020
Q4 | $32K | Buy |
369
+38
| +11% | +$3.3K | 0.02% | 146 |
|
|
2020
Q3 | $28K | Sell |
331
-52
| -14% | -$4.4K | 0.02% | 141 |
|
|
2020
Q2 | $32K | Sell |
383
-3
| -0.8% | -$251 | 0.02% | 135 |
|
|
2020
Q1 | $30K | Sell |
386
-5
| -1% | -$389 | 0.02% | 122 |
|
|
2019
Q4 | $33K | Buy |
+391
| New | +$33K | 0.03% | 158 |
|