Means Investment Company’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,982
| Closed | -$203K | – | 206 |
|
|
2024
Q3 | $203K | Buy |
+2,982
| New | +$203K | 0.02% | 201 |
|
|
2023
Q3 | – | Sell |
-3,307
| Closed | -$235K | – | 194 |
|
|
2023
Q2 | $235K | Buy |
3,307
+24
| +0.7% | +$1.7K | 0.04% | 182 |
|
|
2023
Q1 | $257K | Buy |
3,283
+9
| +0.3% | +$704 | 0.05% | 170 |
|
|
2022
Q4 | $274K | Buy |
3,274
+8
| +0.2% | +$671 | 0.06% | 161 |
|
|
2022
Q3 | $255K | Buy |
3,266
+8
| +0.2% | +$625 | 0.06% | 167 |
|
|
2022
Q2 | $275K | Buy |
3,258
+7
| +0.2% | +$591 | 0.06% | 160 |
|
|
2022
Q1 | $287K | Sell |
3,251
-10
| -0.3% | -$883 | 0.05% | 158 |
|
|
2021
Q4 | $297K | Sell |
3,261
-123
| -4% | -$11.2K | 0.05% | 155 |
|
|
2021
Q3 | $277K | Buy |
3,384
+9
| +0.3% | +$737 | 0.05% | 152 |
|
|
2021
Q2 | $271K | Buy |
3,375
+8
| +0.2% | +$642 | 0.05% | 159 |
|
|
2021
Q1 | $292K | Buy |
3,367
+8
| +0.2% | +$694 | 0.07% | 145 |
|
|
2020
Q4 | $290K | Buy |
3,359
+7
| +0.2% | +$604 | 0.07% | 147 |
|
|
2020
Q3 | $311K | Sell |
3,352
-121
| -3% | -$11.2K | 0.09% | 110 |
|
|
2020
Q2 | $299K | Sell |
3,473
-23
| -0.7% | -$1.98K | 0.09% | 111 |
|
|
2020
Q1 | $308K | Buy |
3,496
+7
| +0.2% | +$617 | 0.12% | 98 |
|
|
2019
Q4 | $310K | Sell |
3,489
-194
| -5% | -$17.2K | 0.1% | 116 |
|
|
2019
Q3 | $300K | Buy |
3,683
+30
| +0.8% | +$2.44K | 0.11% | 115 |
|
|
2019
Q2 | $281K | Sell |
3,653
-144
| -4% | -$11.1K | 0.12% | 120 |
|
|
2019
Q1 | $269K | Sell |
3,797
-471
| -11% | -$33.4K | 0.12% | 121 |
|
|
2018
Q4 | $278K | Buy |
+4,268
| New | +$278K | 0.15% | 106 |
|