Sit Investment Associates’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-500
| Closed | -$32K | – | 560 |
|
|
2017
Q4 | $32K | Sell |
500
-375
| -43% | -$24K | ﹤0.01% | 519 |
|
|
2017
Q3 | $53K | Hold |
875
| – | – | ﹤0.01% | 505 |
|
|
2017
Q2 | $53K | Buy |
875
+250
| +40% | +$15.1K | ﹤0.01% | 498 |
|
|
2017
Q1 | $37K | Buy |
625
+470
| +303% | +$27.8K | ﹤0.01% | 499 |
|
|
2016
Q4 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 500 |
|