Pathstone Family Office’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.05M | Buy |
|
|||||
|
2023
Q2 | $466K | Sell |
|
|||||
|
2023
Q1 | $610K | Sell |
|
|||||
|
2022
Q4 | $1.39M | Buy |
|
|||||
|
2022
Q3 | $1.76M | Buy |
|
|||||
|
2022
Q2 | $673K | Buy |
|
|||||
|
2022
Q1 | $365K | Buy |
|
|||||
|
2021
Q4 | $296K | Buy |
|
|||||
|
2021
Q3 | $218K | Sell |
|
|||||
|
2021
Q2 | $215K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $1K | Buy |
|