O'Brien Wealth Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,994
| Closed | -$167K | – | 58 |
|
|
2022
Q4 | $167K | Sell |
1,994
-10
| -0.5% | -$838 | 0.07% | 47 |
|
|
2022
Q3 | $156K | Buy |
2,004
+6
| +0.3% | +$467 | 0.07% | 50 |
|
|
2022
Q2 | $169K | Buy |
1,998
+22
| +1% | +$1.86K | 0.07% | 53 |
|
|
2022
Q1 | $179K | Sell |
1,976
-3
| -0.2% | -$272 | 0.07% | 44 |
|
|
2021
Q4 | $174K | Buy |
+1,979
| New | +$174K | 0.06% | 44 |
|
|
2021
Q2 | – | Sell |
-2,402
| Closed | -$209K | – | 46 |
|
|
2021
Q1 | $209K | Buy |
2,402
+148
| +7% | +$12.9K | 0.07% | 42 |
|
|
2020
Q4 | $203K | Sell |
2,254
-3
| -0.1% | -$270 | 0.07% | 37 |
|
|
2020
Q3 | $209K | Buy |
+2,257
| New | +$209K | 0.09% | 35 |
|
|
2018
Q4 | – | Sell |
-1,963
| Closed | -$121K | – | 109 |
|
|
2018
Q3 | $121K | Buy |
1,963
+1,250
| +175% | +$77.1K | 0.08% | 52 |
|
|
2018
Q2 | $42K | Sell |
713
-1,250
| -64% | -$73.6K | 0.03% | 41 |
|
|
2018
Q1 | $116K | Buy |
+1,963
| New | +$116K | 0.08% | 44 |
|