Rockbridge Investment Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-108
| Closed | -$6.67K | – | 279 |
|
|
2023
Q4 | $6.67K | Buy |
+108
| New | +$6.67K | ﹤0.01% | 440 |
|
|
2022
Q3 | – | Sell |
-108
| Closed | -$9.12K | – | 264 |
|
|
2022
Q2 | $9.12K | Hold |
108
| – | – | ﹤0.01% | 372 |
|
|
2022
Q1 | $9.7K | Hold |
108
| – | – | ﹤0.01% | 514 |
|
|
2021
Q4 | $10K | Hold |
108
| – | – | ﹤0.01% | 562 |
|
|
2021
Q3 | $9K | Hold |
108
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $9K | Hold |
108
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $9K | Hold |
108
| – | – | ﹤0.01% | 518 |
|
|
2020
Q4 | $9K | Hold |
108
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $9K | Hold |
108
| – | – | ﹤0.01% | 474 |
|
|
2020
Q2 | $9K | Buy |
+108
| New | +$9K | ﹤0.01% | 438 |
|