Sculati 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 | – | Sell |
-3,162
| Closed | -$215K | – | 110 |
|
|
2024
Q3 | $215K | Buy |
+3,162
| New | +$215K | 0.09% | 104 |
|
|
2023
Q3 | – | Sell |
-3,162
| Closed | -$224K | – | 102 |
|
|
2023
Q2 | $224K | Hold |
3,162
| – | – | 0.11% | 95 |
|
|
2023
Q1 | $247K | Hold |
3,162
| – | – | 0.13% | 98 |
|
|
2022
Q4 | $265K | Hold |
3,162
| – | – | 0.15% | 92 |
|
|
2022
Q3 | $247K | Hold |
3,162
| – | – | 0.15% | 100 |
|
|
2022
Q2 | $267K | Hold |
3,162
| – | – | 0.15% | 99 |
|
|
2022
Q1 | $279K | Hold |
3,162
| – | – | 0.14% | 99 |
|
|
2021
Q4 | $288K | Hold |
3,162
| – | – | 0.14% | 97 |
|
|
2021
Q3 | $259K | Hold |
3,162
| – | – | 0.14% | 98 |
|
|
2021
Q2 | $254K | Sell |
3,162
-2,801
| -47% | -$225K | 0.13% | 97 |
|
|
2021
Q1 | $516K | Buy |
+5,963
| New | +$516K | 0.3% | 85 |
|