MLL
Moody Lynn & Lieberson’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,236
| Closed | -$367K | – | 219 |
|
|
2017
Q1 | $367K | Hold |
6,236
| – | – | 0.05% | 146 |
|
|
2016
Q4 | $344K | Hold |
6,236
| – | – | 0.05% | 147 |
|
|
2016
Q3 | $338K | Hold |
6,236
| – | – | 0.06% | 149 |
|
|
2016
Q2 | $374K | Hold |
6,236
| – | – | 0.07% | 126 |
|
|
2016
Q1 | $364K | Hold |
6,236
| – | – | 0.06% | 135 |
|
|
2015
Q4 | $318K | Hold |
6,236
| – | – | 0.05% | 150 |
|
|
2015
Q3 | $316K | Hold |
6,236
| – | – | 0.06% | 145 |
|
|
2015
Q2 | $283K | Buy |
6,236
+532
| +9% | +$24.1K | 0.05% | 164 |
|
|
2015
Q1 | $288K | Hold |
5,704
| – | – | 0.05% | 163 |
|
|
2014
Q4 | $305K | Hold |
5,704
| – | – | 0.04% | 162 |
|
|
2014
Q3 | $253K | Hold |
5,704
| – | – | 0.04% | 168 |
|
|
2014
Q2 | $270K | Buy |
+5,704
| New | +$270K | 0.04% | 170 |
|