Minot Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $328K | Hold |
3,888
| – | – | 0.08% | 138 |
|
|
2022
Q1 | $343K | Buy |
3,888
+73
| +2% | +$6.44K | 0.07% | 150 |
|
|
2021
Q4 | $347K | Sell |
3,815
-4
| -0.1% | -$364 | 0.07% | 151 |
|
|
2021
Q3 | $312K | Sell |
3,819
-17
| -0.4% | -$1.39K | 0.07% | 157 |
|
|
2021
Q2 | $318K | Buy |
3,836
+38
| +1% | +$3.15K | 0.07% | 153 |
|
|
2021
Q1 | $329K | Buy |
3,798
+397
| +12% | +$34.4K | 0.08% | 137 |
|
|
2020
Q4 | $294K | Buy |
3,401
+196
| +6% | +$16.9K | 0.09% | 125 |
|
|
2020
Q3 | $268K | Buy |
3,205
+253
| +9% | +$21.2K | 0.1% | 119 |
|
|
2020
Q2 | $246K | Buy |
2,952
+6
| +0.2% | +$500 | 0.12% | 98 |
|
|
2020
Q1 | $230K | Buy |
2,946
+242
| +9% | +$18.9K | 0.16% | 98 |
|
|
2019
Q4 | $243K | Buy |
+2,704
| New | +$243K | 0.11% | 123 |
|