Optimal Asset Management’s Eversource Energy ES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$741K Buy
2021
Q2
$725K Buy
2021
Q1
$780K Sell
2020
Q4
$1.26M Buy
2020
Q3
$1.22M Buy
2020
Q2
$668K Sell
2020
Q1
$720 Buy