Mirabella Financial Services’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-36,091
| Closed | -$2.16M | – | 503 |
|
2024
Q1 | $2.16M | Buy |
+36,091
| New | +$2.16M | 0.16% | 117 |
|
2023
Q1 | – | Sell |
-8,815
| Closed | -$739K | – | 449 |
|
2022
Q4 | $739K | Buy |
8,815
+2,061
| +31% | +$173K | 0.07% | 160 |
|
2022
Q3 | $538K | Buy |
+6,754
| New | +$538K | 0.06% | 157 |
|
2022
Q1 | – | Sell |
-4,728
| Closed | -$430K | – | 582 |
|
2021
Q4 | $430K | Buy |
+4,728
| New | +$430K | 0.04% | 268 |
|
2021
Q3 | – | Sell |
-4,602
| Closed | -$369K | – | 461 |
|
2021
Q2 | $369K | Sell |
4,602
-6,062
| -57% | -$486K | 0.07% | 189 |
|
2021
Q1 | $924K | Buy |
+10,664
| New | +$924K | 0.29% | 89 |
|
2020
Q4 | – | Sell |
-5,928
| Closed | -$495K | – | 360 |
|
2020
Q3 | $495K | Buy |
+5,928
| New | +$495K | 0.07% | 137 |
|