SIA
Schechter Investment Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,867
| Closed | -$224K | – | 682 |
|
|
2023
Q1 | $224K | Sell |
2,867
-1,100
| -28% | -$86.1K | 0.02% | 587 |
|
|
2022
Q4 | $333K | Buy |
3,967
+367
| +10% | +$30.8K | 0.03% | 603 |
|
|
2022
Q3 | $280K | Buy |
3,600
+624
| +21% | +$48.5K | 0.03% | 728 |
|
|
2022
Q2 | $251K | Buy |
2,976
+234
| +9% | +$19.7K | 0.02% | 767 |
|
|
2022
Q1 | $241K | Buy |
2,742
+172
| +7% | +$15.1K | 0.02% | 778 |
|
|
2021
Q4 | $234K | Buy |
+2,570
| New | +$234K | 0.02% | 756 |
|