Peak Financial Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,342
| Closed | -$207K | – | 73 |
|
|
2022
Q1 | $207K | Hold |
2,342
| – | – | 0.07% | 73 |
|
|
2021
Q4 | $213K | Buy |
+2,342
| New | +$213K | 0.07% | 74 |
|
|
2021
Q2 | – | Sell |
-2,532
| Closed | -$219K | – | 72 |
|
|
2021
Q1 | $219K | Hold |
2,532
| – | – | 0.08% | 70 |
|
|
2020
Q4 | $219K | Hold |
2,532
| – | – | 0.08% | 63 |
|
|
2020
Q3 | $212K | Hold |
2,532
| – | – | 0.09% | 56 |
|
|
2020
Q2 | $211K | Buy |
+2,532
| New | +$211K | 0.1% | 54 |
|