Moneta Group Investment Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,502
| Closed | -$216K | – | 616 |
|
|
2023
Q4 | $216K | Sell |
3,502
-6,972
| -67% | -$430K | ﹤0.01% | 519 |
|
|
2023
Q3 | $609K | Buy |
10,474
+131
| +1% | +$7.62K | 0.01% | 283 |
|
|
2023
Q2 | $734K | Buy |
10,343
+396
| +4% | +$28.1K | 0.02% | 265 |
|
|
2023
Q1 | $778K | Sell |
9,947
-2,806
| -22% | -$220K | 0.02% | 249 |
|
|
2022
Q4 | $1.05M | Buy |
12,753
+298
| +2% | +$24.5K | 0.03% | 200 |
|
|
2022
Q3 | $971K | Sell |
12,455
-1,005
| -7% | -$78.4K | 0.04% | 192 |
|
|
2022
Q2 | $1.14M | Buy |
13,460
+998
| +8% | +$84.3K | 0.04% | 190 |
|
|
2022
Q1 | $1.1M | Sell |
12,462
-805
| -6% | -$71K | 0.04% | 190 |
|
|
2021
Q4 | $1.21M | Buy |
13,267
+4,803
| +57% | +$437K | 0.05% | 186 |
|
|
2021
Q3 | $692K | Sell |
8,464
-6,379
| -43% | -$522K | 0.03% | 236 |
|
|
2021
Q2 | $1.19M | Buy |
14,843
+7,071
| +91% | +$567K | 0.05% | 178 |
|
|
2021
Q1 | $673K | Buy |
7,772
+4,154
| +115% | +$360K | 0.04% | 217 |
|
|
2020
Q4 | $313K | Buy |
+3,618
| New | +$313K | 0.02% | 251 |
|
|
2018
Q1 | – | Sell |
-9
| Closed | -$1K | – | 637 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 409 |
|