Lourd Capital’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,562
| Closed | -$232K | – | 180 |
|
|
2018
Q4 | $232K | Buy |
3,562
+5
| +0.1% | +$326 | 0.02% | 245 |
|
|
2018
Q3 | $219K | Buy |
+3,557
| New | +$219K | 0.01% | 289 |
|
|
2018
Q1 | – | Sell |
-3,978
| Closed | -$251K | – | 185 |
|
|
2017
Q4 | $251K | Buy |
+3,978
| New | +$251K | 0.02% | 278 |
|