Prestige Wealth Management Group’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$1.2K | – | 1005 |
|
|
2024
Q1 | $1.2K | Buy |
+20
| New | +$1.2K | ﹤0.01% | 845 |
|
|
2023
Q4 | – | Sell |
-45
| Closed | -$2.62K | – | 1039 |
|
|
2023
Q3 | $2.62K | Sell |
45
-57
| -56% | -$3.32K | ﹤0.01% | 685 |
|
|
2023
Q2 | $7.23K | Buy |
102
+36
| +55% | +$2.55K | ﹤0.01% | 516 |
|
|
2023
Q1 | $5.17K | Sell |
66
-51
| -44% | -$3.99K | ﹤0.01% | 566 |
|
|
2022
Q4 | $9.81K | Buy |
117
+48
| +70% | +$4.02K | ﹤0.01% | 467 |
|
|
2022
Q3 | $6K | Sell |
69
-25
| -27% | -$2.17K | ﹤0.01% | 509 |
|
|
2022
Q2 | $8K | Sell |
94
-4
| -4% | -$340 | ﹤0.01% | 472 |
|
|
2022
Q1 | $8K | Hold |
98
| – | – | ﹤0.01% | 503 |
|
|
2021
Q4 | $9K | Hold |
98
| – | – | ﹤0.01% | 498 |
|
|
2021
Q3 | $8K | Hold |
98
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $8K | Hold |
98
| – | – | ﹤0.01% | 520 |
|
|
2021
Q1 | $8K | Buy |
98
+21
| +27% | +$1.71K | ﹤0.01% | 518 |
|
|
2020
Q4 | $6K | Sell |
77
-81
| -51% | -$6.31K | ﹤0.01% | 534 |
|
|
2020
Q3 | $14K | Sell |
158
-306
| -66% | -$27.1K | ﹤0.01% | 389 |
|
|
2020
Q2 | $38K | Buy |
464
+334
| +257% | +$27.4K | 0.01% | 256 |
|
|
2020
Q1 | $10K | Buy |
130
+102
| +364% | +$7.85K | ﹤0.01% | 380 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 494 |
|
|
2019
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 482 |
|