Mid Atlantic Financial Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $358K | Sell |
4,382
-31
| -0.7% | -$2.53K | 0.02% | 586 |
|
2021
Q2 | $354K | Buy |
4,413
+239
| +6% | +$19.2K | 0.02% | 599 |
|
2021
Q1 | $361K | Sell |
4,174
-491
| -11% | -$42.5K | 0.03% | 552 |
|
2020
Q4 | $404K | Buy |
4,665
+1,183
| +34% | +$102K | 0.03% | 453 |
|
2020
Q3 | $326K | Sell |
3,482
-197
| -5% | -$18.4K | 0.03% | 486 |
|
2020
Q2 | $306K | Buy |
3,679
+3
| +0.1% | +$250 | 0.03% | 477 |
|
2020
Q1 | $287K | Buy |
3,676
+47
| +1% | +$3.67K | 0.03% | 453 |
|
2019
Q4 | $309K | Buy |
3,629
+21
| +0.6% | +$1.79K | 0.03% | 519 |
|
2019
Q3 | $308K | Sell |
3,608
-110
| -3% | -$9.39K | 0.03% | 494 |
|
2019
Q2 | $282K | Buy |
3,718
+3
| +0.1% | +$228 | 0.03% | 540 |
|
2019
Q1 | $264K | Buy |
3,715
+115
| +3% | +$8.17K | 0.03% | 550 |
|
2018
Q4 | $234K | Buy |
+3,600
| New | +$234K | 0.03% | 542 |
|