Mayflower Financial Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,613
| Closed | -$210K | – | 348 |
|
|
2023
Q3 | $210K | Sell |
3,613
-307
| -8% | -$17.9K | 0.03% | 310 |
|
|
2023
Q2 | $278K | Buy |
3,920
+102
| +3% | +$7.24K | 0.04% | 281 |
|
|
2023
Q1 | $299K | Buy |
3,818
+8
| +0.2% | +$626 | 0.04% | 268 |
|
|
2022
Q4 | $319K | Buy |
3,810
+282
| +8% | +$23.6K | 0.04% | 257 |
|
|
2022
Q3 | $275K | Sell |
3,528
-1
| -0% | -$78 | 0.04% | 260 |
|
|
2022
Q2 | $298K | Buy |
3,529
+47
| +1% | +$3.97K | 0.05% | 248 |
|
|
2022
Q1 | $307K | Buy |
3,482
+153
| +5% | +$13.5K | 0.04% | 267 |
|
|
2021
Q4 | $303K | Buy |
3,329
+22
| +0.7% | +$2K | 0.04% | 266 |
|
|
2021
Q3 | $285K | Sell |
3,307
-117
| -3% | -$10.1K | 0.04% | 266 |
|
|
2021
Q2 | $275K | Sell |
3,424
-968
| -22% | -$77.7K | 0.04% | 256 |
|
|
2021
Q1 | $380K | Sell |
4,392
-43
| -1% | -$3.72K | 0.06% | 197 |
|
|
2020
Q4 | $384K | Buy |
+4,435
| New | +$384K | 0.07% | 168 |
|