Sovereign Financial Group’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,772
| Closed | -$268K | – | 235 |
|
|
2023
Q2 | $268K | Buy |
3,772
+286
| +8% | +$20.3K | 0.09% | 196 |
|
|
2023
Q1 | $273K | Buy |
3,486
+7
| +0.2% | +$548 | 0.1% | 184 |
|
|
2022
Q4 | $292K | Buy |
3,479
+40
| +1% | +$3.35K | 0.11% | 172 |
|
|
2022
Q3 | $268K | Buy |
3,439
+7
| +0.2% | +$546 | 0.11% | 168 |
|
|
2022
Q2 | $290K | Buy |
3,432
+11
| +0.3% | +$929 | 0.11% | 161 |
|
|
2022
Q1 | $302K | Buy |
+3,421
| New | +$302K | 0.11% | 170 |
|