MinichMacGregor Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,109
| Closed | -$93K | – | 252 |
|
|
2022
Q4 | $93K | Buy |
+1,109
| New | +$93K | 0.03% | 116 |
|
|
2018
Q4 | – | Sell |
-1,109
| Closed | -$68K | – | 211 |
|
|
2018
Q3 | $68K | Sell |
1,109
-22
| -2% | -$1.35K | 0.04% | 106 |
|
|
2018
Q2 | $66K | Hold |
1,131
| – | – | 0.05% | 98 |
|
|
2018
Q1 | $66K | Hold |
1,131
| – | – | 0.05% | 94 |
|
|
2017
Q4 | $71K | Hold |
1,131
| – | – | 0.06% | 88 |
|
|
2017
Q3 | $68K | Hold |
1,131
| – | – | 0.06% | 84 |
|
|
2017
Q2 | $68K | Hold |
1,131
| – | – | 0.06% | 83 |
|
|
2017
Q1 | $66K | Hold |
1,131
| – | – | 0.06% | 83 |
|
|
2016
Q4 | $62K | Hold |
1,131
| – | – | 0.06% | 89 |
|
|
2016
Q3 | $61K | Buy |
1,131
+2
| +0.2% | +$108 | 0.06% | 98 |
|
|
2016
Q2 | $67K | Hold |
1,129
| – | – | 0.06% | 89 |
|
|
2016
Q1 | $65K | Buy |
1,129
+20
| +2% | +$1.15K | 0.06% | 89 |
|
|
2015
Q4 | $54K | Buy |
+1,109
| New | +$54K | 0.05% | 100 |
|