Outlook Wealth Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,988
| Closed | -$406K | – | 252 |
|
|
2023
Q3 | $406K | Buy |
6,988
+189
| +3% | +$11K | 0.16% | 139 |
|
|
2023
Q2 | $482K | Buy |
6,799
+1,208
| +22% | +$85.7K | 0.18% | 130 |
|
|
2023
Q1 | $438K | Buy |
5,591
+119
| +2% | +$9.31K | 0.19% | 127 |
|
|
2022
Q4 | $459K | Buy |
5,472
+17
| +0.3% | +$1.43K | 0.22% | 109 |
|
|
2022
Q3 | $426K | Buy |
5,455
+31
| +0.6% | +$2.42K | 0.19% | 124 |
|
|
2022
Q2 | $458K | Buy |
5,424
+80
| +1% | +$6.76K | 0.19% | 129 |
|
|
2022
Q1 | $471K | Sell |
5,344
-45
| -0.8% | -$3.97K | 0.16% | 139 |
|
|
2021
Q4 | $490K | Buy |
5,389
+33
| +0.6% | +$3K | 0.14% | 142 |
|
|
2021
Q3 | $438K | Sell |
5,356
-6
| -0.1% | -$491 | 0.14% | 153 |
|
|
2021
Q2 | $430K | Buy |
5,362
+367
| +7% | +$29.4K | 0.14% | 160 |
|
|
2021
Q1 | $432K | Sell |
4,995
-19
| -0.4% | -$1.64K | 0.15% | 151 |
|
|
2020
Q4 | $434K | Buy |
5,014
+197
| +4% | +$17.1K | 0.16% | 141 |
|
|
2020
Q3 | $402K | Buy |
4,817
+303
| +7% | +$25.3K | 0.16% | 127 |
|
|
2020
Q2 | $376K | Buy |
4,514
+239
| +6% | +$19.9K | 0.16% | 130 |
|
|
2020
Q1 | $334K | Buy |
4,275
+319
| +8% | +$24.9K | 0.19% | 111 |
|
|
2019
Q4 | $337K | Buy |
+3,956
| New | +$337K | 0.19% | 108 |
|