SWM
Selective Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,255
| Closed | -$98K | – | 288 |
|
|
2022
Q3 | $98K | Buy |
1,255
+9
| +0.7% | +$703 | 0.04% | 211 |
|
|
2022
Q2 | $105K | Hold |
1,246
| – | – | 0.04% | 212 |
|
|
2022
Q1 | $110K | Hold |
1,246
| – | – | 0.04% | 197 |
|
|
2021
Q4 | $113K | Hold |
1,246
| – | – | 0.05% | 182 |
|
|
2021
Q3 | $102K | Hold |
1,246
| – | – | 0.05% | 182 |
|
|
2021
Q2 | $100K | Hold |
1,246
| – | – | 0.08% | 121 |
|
|
2021
Q1 | $108K | Hold |
1,246
| – | – | 0.1% | 75 |
|
|
2020
Q4 | $108K | Hold |
1,246
| – | – | 0.07% | 75 |
|
|
2020
Q3 | $104K | Hold |
1,246
| – | – | 0.08% | 74 |
|
|
2020
Q2 | $104K | Hold |
1,246
| – | – | 0.09% | 74 |
|
|
2020
Q1 | $97K | Hold |
1,246
| – | – | 0.15% | 44 |
|
|
2019
Q4 | $106K | Hold |
1,246
| – | – | 0.13% | 46 |
|
|
2019
Q3 | $106K | Buy |
+1,246
| New | +$106K | 0.15% | 51 |
|