Roosevelt Investment Group’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,672
| Closed | -$239K | – | 156 |
|
|
2018
Q4 | $239K | Buy |
3,672
+33
| +0.9% | +$2.15K | 0.03% | 183 |
|
|
2018
Q3 | $224K | Sell |
3,639
-892
| -20% | -$54.9K | 0.02% | 154 |
|
|
2018
Q2 | $266K | Buy |
4,531
+242
| +6% | +$14.2K | 0.02% | 139 |
|
|
2018
Q1 | $253K | Sell |
4,289
-1,875
| -30% | -$111K | 0.02% | 152 |
|
|
2017
Q4 | $389K | Buy |
6,164
+1,136
| +23% | +$71.7K | 0.04% | 142 |
|
|
2017
Q3 | $304K | Buy |
+5,028
| New | +$304K | 0.03% | 160 |
|