NewEdge Wealth’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 |
-3,393
| Closed | -$206K | – | 784 |
|
|
2024
Q1 | $206K | Sell |
3,393
-3,282
| -49% | -$199K | ﹤0.01% | 763 |
|
|
2023
Q4 | $412K | Sell |
6,675
-426
| -6% | -$26.3K | 0.01% | 550 |
|
|
2023
Q3 | $413K | Buy |
7,101
+1,307
| +23% | +$76K | 0.01% | 481 |
|
|
2023
Q2 | $411K | Sell |
5,794
-7
| -0.1% | -$496 | 0.01% | 485 |
|
|
2023
Q1 | $454K | Buy |
5,801
+5
| +0.1% | +$391 | 0.02% | 427 |
|
|
2022
Q4 | $486K | Buy |
5,796
+1,343
| +30% | +$113K | 0.02% | 371 |
|
|
2022
Q3 | $347K | Buy |
4,453
+34
| +0.8% | +$2.65K | 0.02% | 398 |
|
|
2022
Q2 | $373K | Buy |
+4,419
| New | +$373K | 0.02% | 431 |
|