Ropes Wealth Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-205
| Closed | -$18K | – | 418 |
|
|
2020
Q4 | $18K | Hold |
205
| – | – | ﹤0.01% | 497 |
|
|
2020
Q3 | $17K | Buy |
+205
| New | +$17K | ﹤0.01% | 460 |
|
|
2018
Q3 | – | Sell |
-1,312
| Closed | -$77K | – | 546 |
|
|
2018
Q2 | $77K | Buy |
1,312
+1,050
| +401% | +$61.6K | 0.02% | 305 |
|
|
2018
Q1 | $15K | Buy |
+262
| New | +$15K | ﹤0.01% | 428 |
|
|
2016
Q2 | – | Sell |
-42
| Closed | -$2K | – | 490 |
|
|
2016
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 383 |
|
|
2015
Q4 | – | Sell |
-1,100
| Closed | -$56K | – | 489 |
|
|
2015
Q3 | $56K | Buy |
+1,100
| New | +$56K | 0.03% | 244 |
|