PFG Private Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-687
| Closed | -$48.7K | – | 306 |
|
|
2023
Q2 | $48.7K | Hold |
687
| – | – | 0.03% | 148 |
|
|
2023
Q1 | $53.8K | Hold |
687
| – | – | 0.03% | 146 |
|
|
2022
Q4 | $58K | Hold |
687
| – | – | 0.04% | 133 |
|
|
2022
Q3 | $54K | Hold |
687
| – | – | 0.04% | 139 |
|
|
2022
Q2 | $58K | Hold |
687
| – | – | 0.03% | 147 |
|
|
2022
Q1 | $61K | Buy |
+687
| New | +$61K | 0.03% | 145 |
|