Schubert & Co’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 |
-151
| Closed | -$11.8K | – | 515 |
|
|
2023
Q1 | $11.8K | Sell |
151
-10
| -6% | -$783 | 0.01% | 196 |
|
|
2022
Q4 | $13.5K | Sell |
161
-46
| -22% | -$3.86K | 0.01% | 169 |
|
|
2022
Q3 | $16K | Buy |
207
+14
| +7% | +$1.08K | 0.02% | 122 |
|
|
2022
Q2 | $16K | Buy |
193
+49
| +34% | +$4.06K | 0.01% | 124 |
|
|
2022
Q1 | $13K | Buy |
144
+127
| +747% | +$11.5K | 0.01% | 101 |
|
|
2021
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 352 |
|