RWPA
Richard W. Paul & Associates’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,447
| Closed | -$200K | – | 513 |
|
|
2023
Q3 | $200K | Sell |
3,447
-54
| -2% | -$3.14K | 0.09% | 158 |
|
|
2023
Q2 | $248K | Sell |
3,501
-21
| -0.6% | -$1.49K | 0.11% | 161 |
|
|
2023
Q1 | $276K | Buy |
3,522
+519
| +17% | +$40.6K | 0.13% | 153 |
|
|
2022
Q4 | $252K | Buy |
+3,003
| New | +$252K | 0.13% | 150 |
|