NDSI
Newman Dignan & Sheerar Inc’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,585
| Closed | -$202K | – | 189 |
|
|
2023
Q1 | $202K | Buy |
2,585
+1
| +0% | +$78 | 0.06% | 183 |
|
|
2022
Q4 | $217K | Buy |
2,584
+2
| +0.1% | +$168 | 0.07% | 175 |
|
|
2022
Q3 | $201 | Buy |
2,582
+2
| +0.1% | – | 0.03% | 174 |
|
|
2022
Q2 | $218K | Buy |
2,580
+1
| +0% | +$84 | 0.07% | 176 |
|
|
2022
Q1 | $227 | Sell |
2,579
-312
| -11% | -$27 | 0.04% | 174 |
|
|
2021
Q4 | $263K | Buy |
2,891
+2
| +0.1% | +$182 | 0.08% | 169 |
|
|
2021
Q3 | $236K | Buy |
2,889
+1
| +0% | +$82 | 0.07% | 170 |
|
|
2021
Q2 | $232K | Buy |
2,888
+2
| +0.1% | +$161 | 0.08% | 168 |
|
|
2021
Q1 | $250K | Sell |
2,886
-249
| -8% | -$21.6K | 0.09% | 159 |
|
|
2020
Q4 | $271 | Buy |
3,135
+1
| +0% | – | 0.04% | 143 |
|
|
2020
Q3 | $262K | Sell |
3,134
-100
| -3% | -$8.36K | 0.11% | 138 |
|
|
2020
Q2 | $293K | Sell |
3,234
-196
| -6% | -$17.8K | 0.13% | 121 |
|
|
2020
Q1 | $305K | Sell |
3,430
-259
| -7% | -$23K | 0.16% | 117 |
|
|
2019
Q4 | $314 | Buy |
3,689
+1,311
| +55% | +$112 | 0.03% | 129 |
|
|
2019
Q3 | $203K | Buy |
+2,378
| New | +$203K | 0.1% | 146 |
|