Sanctuary Wealth 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
Q4 | $41.3K | Hold |
719
| – | – | 0.03% | 98 |
|
2024
Q3 | $48.9K | Hold |
719
| – | – | 0.04% | 102 |
|
2024
Q2 | $40.8K | Hold |
719
| – | – | 0.03% | 96 |
|
2024
Q1 | $43K | Hold |
719
| – | – | 0.04% | 95 |
|
2023
Q4 | $44.4K | Sell |
719
-544
| -43% | -$33.6K | 0.04% | 92 |
|
2023
Q3 | $73.4K | Hold |
1,263
| – | – | 0.08% | 62 |
|
2023
Q2 | $89.6K | Buy |
+1,263
| New | +$89.6K | 0.09% | 55 |
|
2022
Q4 | $106K | Buy |
+1,263
| New | +$106K | 0.12% | 42 |
|