Regal Investment Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-500
| Closed | -$22K | – | 1061 |
|
|
2015
Q2 | $22K | Hold |
500
| – | – | 0.01% | 539 |
|
|
2015
Q1 | $25K | Hold |
500
| – | – | 0.01% | 534 |
|
|
2014
Q4 | $27K | Hold |
500
| – | – | 0.01% | 485 |
|
|
2014
Q3 | $22K | Hold |
500
| – | – | 0.01% | 535 |
|
|
2014
Q2 | $24K | Hold |
500
| – | – | 0.01% | 511 |
|
|
2014
Q1 | $23K | Hold |
500
| – | – | 0.01% | 480 |
|
|
2013
Q4 | $21K | Sell |
500
-183
| -27% | -$7.69K | 0.01% | 437 |
|
|
2013
Q3 | $28K | Buy |
683
+420
| +160% | +$17.2K | 0.02% | 404 |
|
|
2013
Q2 | $11K | Buy |
+263
| New | +$11K | 0.01% | 565 |
|