LAM
Lountzis Asset Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,050
| Closed | -$168K | – | 53 |
|
|
2021
Q3 | $168K | Hold |
2,050
| – | – | 0.1% | 36 |
|
|
2021
Q2 | $164K | Hold |
2,050
| – | – | 0.1% | 37 |
|
|
2021
Q1 | $178K | Hold |
2,050
| – | – | 0.12% | 37 |
|
|
2020
Q4 | $177K | Hold |
2,050
| – | – | 0.13% | 34 |
|
|
2020
Q3 | $171K | Hold |
2,050
| – | – | 0.15% | 31 |
|
|
2020
Q2 | $171K | Buy |
+2,050
| New | +$171K | 0.16% | 31 |
|