Optimum Investment Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,000
| Closed | -$167K | – | 882 |
|
|
2020
Q3 | $167K | Hold |
2,000
| – | – | 0.06% | 254 |
|
|
2020
Q2 | $167K | Sell |
2,000
-100
| -5% | -$8.35K | 0.06% | 255 |
|
|
2020
Q1 | $164K | Hold |
2,100
| – | – | 0.07% | 243 |
|
|
2019
Q4 | $179K | Hold |
2,100
| – | – | 0.05% | 295 |
|
|
2019
Q3 | $179K | Hold |
2,100
| – | – | 0.06% | 287 |
|
|
2019
Q2 | $159K | Hold |
2,100
| – | – | 0.05% | 304 |
|
|
2019
Q1 | $149K | Hold |
2,100
| – | – | 0.05% | 315 |
|
|
2018
Q4 | $137K | Hold |
2,100
| – | – | 0.05% | 316 |
|
|
2018
Q3 | $129K | Sell |
2,100
-20
| -0.9% | -$1.23K | 0.04% | 366 |
|
|
2018
Q2 | $124K | Sell |
2,120
-300
| -12% | -$17.5K | 0.04% | 374 |
|
|
2018
Q1 | $143K | Buy |
+2,420
| New | +$143K | 0.04% | 336 |
|