San Francisco Sentry 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $9K | Buy |
116
+40
| +53% | +$3.1K | ﹤0.01% | 524 |
|
|
2021
Q1 | $7K | Hold |
76
| – | – | ﹤0.01% | 573 |
|
|
2020
Q4 | $7K | Hold |
76
| – | – | ﹤0.01% | 532 |
|
|
2020
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 517 |
|
|
2020
Q2 | $6K | Sell |
76
-9
| -11% | -$711 | ﹤0.01% | 515 |
|
|
2020
Q1 | $7K | Buy |
85
+9
| +12% | +$741 | ﹤0.01% | 514 |
|
|
2019
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 607 |
|
|
2019
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 604 |
|
|
2019
Q2 | $6K | Hold |
76
| – | – | ﹤0.01% | 605 |
|
|
2019
Q1 | $5K | Sell |
76
-221
| -74% | -$14.5K | ﹤0.01% | 632 |
|
|
2018
Q4 | $19K | Hold |
297
| – | – | 0.01% | 474 |
|
|
2018
Q3 | $18K | Hold |
297
| – | – | 0.01% | 506 |
|
|
2018
Q2 | $17K | Sell |
297
-33
| -10% | -$1.89K | 0.01% | 517 |
|
|
2018
Q1 | $19K | Hold |
330
| – | – | 0.01% | 595 |
|
|
2017
Q4 | $21K | Buy |
330
+109
| +49% | +$6.94K | 0.01% | 564 |
|
|
2017
Q3 | $13K | Buy |
+221
| New | +$13K | ﹤0.01% | 610 |
|
|
2013
Q3 | – | Sell |
-75
| Closed | -$3K | – | 655 |
|
|
2013
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 586 |
|