Lockerman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,727
| Closed | -$213K | – | 79 |
|
|
2023
Q1 | $213K | Sell |
2,727
-3
| -0.1% | -$235 | 0.59% | 69 |
|
|
2022
Q4 | $229K | Buy |
2,730
+63
| +2% | +$5.28K | 0.67% | 59 |
|
|
2022
Q3 | $208K | Buy |
2,667
+169
| +7% | +$13.2K | 0.6% | 59 |
|
|
2022
Q2 | $211K | Buy |
2,498
+8
| +0.3% | +$676 | 0.67% | 56 |
|
|
2022
Q1 | $220K | Hold |
2,490
| – | – | 0.59% | 64 |
|
|
2021
Q4 | $227K | Buy |
+2,490
| New | +$227K | 0.59% | 58 |
|