Rational Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-43
| Closed | -$4K | – | 335 |
|
|
2020
Q3 | $4K | Sell |
43
-390
| -90% | -$36.3K | ﹤0.01% | 396 |
|
|
2020
Q2 | $36K | Buy |
+433
| New | +$36K | 0.02% | 210 |
|
|
2020
Q1 | – | Sell |
-1,311
| Closed | -$112K | – | 276 |
|
|
2019
Q4 | $112K | Buy |
1,311
+1,105
| +536% | +$94.4K | 0.05% | 271 |
|
|
2019
Q3 | $18K | Sell |
206
-460
| -69% | -$40.2K | 0.01% | 463 |
|
|
2019
Q2 | $50K | Buy |
666
+289
| +77% | +$21.7K | 0.02% | 346 |
|
|
2019
Q1 | $27K | Sell |
377
-436
| -54% | -$31.2K | 0.01% | 363 |
|
|
2018
Q4 | $53K | Buy |
813
+796
| +4,682% | +$51.9K | 0.02% | 277 |
|
|
2018
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 493 |
|