OAM
Optimal Asset Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $741K | Buy |
9,067
+31
| +0.3% | +$2.53K | 0.09% | 272 |
|
|
2021
Q2 | $725K | Buy |
9,036
+26
| +0.3% | +$2.09K | 0.09% | 285 |
|
|
2021
Q1 | $780K | Sell |
9,010
-5,600
| -38% | -$485K | 0.1% | 261 |
|
|
2020
Q4 | $1.26M | Buy |
14,610
+8
| +0.1% | +$692 | 0.18% | 194 |
|
|
2020
Q3 | $1.22M | Buy |
14,602
+6,578
| +82% | +$550K | 0.18% | 188 |
|
|
2020
Q2 | $668K | Sell |
8,024
-1,181
| -13% | -$98.3K | 0.11% | 288 |
|
|
2020
Q1 | $720 | Buy |
+9,205
| New | +$720 | 0.07% | 323 |
|