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Meridian Wealth Partners’s Eversource Energy ES Stock Holding History

Meridian Wealth Partners’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-286
Closed -$25K – 461
2021
Q1 		$25K Buy
+286
New +$24.3K 0.01% 252

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Meridian Wealth Partners's ES Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Eversource Energy (ES) in Q2 2021, closing a stake of 286 shares — an estimated $25K sold.

Meridian Wealth Partners first reported a position in ES in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 774 funds tracked by Wall St. Rank hold ES as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Eversource Energy position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 286 Eversource Energy shares in Q2 2021, an estimated $25K.
  • Meridian Wealth Partners first reported a position in Eversource Energy in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Eversource Energy position peaked at $25K in Q1 2021.
  • 774 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.