RWA Wealth Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,807
| Closed | -$220K | – | 337 |
|
|
2023
Q1 | $220K | Hold |
2,807
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $241K | Hold |
2,807
| – | – | 0.01% | 237 |
|
|
2022
Q3 | $219K | Hold |
2,807
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $237K | Hold |
2,807
| – | – | 0.02% | 214 |
|
|
2022
Q1 | $248K | Hold |
2,807
| – | – | 0.02% | 229 |
|
|
2021
Q4 | $255K | Hold |
2,807
| – | – | 0.02% | 227 |
|
|
2021
Q3 | $230K | Hold |
2,807
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $225K | Hold |
2,807
| – | – | 0.02% | 230 |
|
|
2021
Q1 | $243K | Hold |
2,807
| – | – | 0.02% | 220 |
|
|
2020
Q4 | $243K | Hold |
2,807
| – | – | 0.02% | 212 |
|
|
2020
Q3 | $235K | Hold |
2,807
| – | – | 0.02% | 193 |
|
|
2020
Q2 | $234K | Hold |
2,807
| – | – | 0.03% | 193 |
|
|
2020
Q1 | $220K | Hold |
2,807
| – | – | 0.03% | 186 |
|
|
2019
Q4 | $239K | Hold |
2,807
| – | – | 0.02% | 220 |
|
|
2019
Q3 | $240K | Buy |
+2,807
| New | +$240K | 0.03% | 211 |
|
|
2018
Q3 | – | Sell |
-392
| Closed | -$23K | – | 379 |
|
|
2018
Q2 | $23K | Hold |
392
| – | – | ﹤0.01% | 520 |
|
|
2018
Q1 | $23K | Buy |
+392
| New | +$23K | ﹤0.01% | 403 |
|