Omnia Family Wealth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-679
| Closed | -$48K | – | 231 |
|
|
2019
Q1 | $48K | Hold |
679
| – | – | 0.02% | 162 |
|
|
2018
Q4 | $44K | Hold |
679
| – | – | 0.02% | 158 |
|
|
2018
Q3 | $42K | Hold |
679
| – | – | 0.02% | 166 |
|
|
2018
Q2 | $40K | Hold |
679
| – | – | 0.02% | 164 |
|
|
2018
Q1 | $40K | Sell |
679
-343
| -34% | -$20.2K | 0.02% | 160 |
|
|
2017
Q4 | $65K | Buy |
1,022
+343
| +51% | +$21.8K | 0.03% | 135 |
|
|
2017
Q3 | $41K | Sell |
679
-40
| -6% | -$2.42K | 0.02% | 158 |
|
|
2017
Q2 | $44K | Hold |
719
| – | – | 0.02% | 156 |
|
|
2017
Q1 | $42K | Hold |
719
| – | – | 0.02% | 162 |
|
|
2016
Q4 | $40K | Buy |
+719
| New | +$40K | 0.02% | 169 |
|