Mutual Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,172
| Closed | -$271K | – | 599 |
|
|
2019
Q3 | $271K | Sell |
3,172
-95
| -3% | -$8.12K | 0.04% | 446 |
|
|
2019
Q2 | $248K | Hold |
3,267
| – | – | 0.03% | 484 |
|
|
2019
Q1 | $232K | Buy |
3,267
+100
| +3% | +$7.1K | 0.03% | 416 |
|
|
2018
Q4 | $206K | Buy |
+3,167
| New | +$206K | 0.04% | 395 |
|
|
2018
Q1 | – | Sell |
-3,167
| Closed | -$200K | – | 390 |
|
|
2017
Q4 | $200K | Buy |
+3,167
| New | +$200K | 0.08% | 275 |
|