Sowell Financial Services’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 |
-3,597
| Closed | -$282K | – | 633 |
|
|
2023
Q1 | $282K | Buy |
+3,597
| New | +$282K | 0.02% | 579 |
|
|
2021
Q2 | – | Sell |
-6,352
| Closed | -$536K | – | 1170 |
|
|
2021
Q1 | $536K | Buy |
6,352
+93
| +1% | +$7.85K | 0.02% | 618 |
|
|
2020
Q4 | $541K | Buy |
6,259
+249
| +4% | +$21.5K | 0.02% | 501 |
|
|
2020
Q3 | $502K | Sell |
6,010
-115
| -2% | -$9.61K | 0.03% | 468 |
|
|
2020
Q2 | $510K | Sell |
6,125
-4,519
| -42% | -$376K | 0.03% | 447 |
|
|
2020
Q1 | $832K | Sell |
10,644
-425
| -4% | -$33.2K | 0.06% | 278 |
|
|
2019
Q4 | $942K | Buy |
11,069
+4,511
| +69% | +$384K | 0.07% | 277 |
|
|
2019
Q3 | $561K | Buy |
+6,558
| New | +$561K | 0.05% | 380 |
|
|
2019
Q1 | $290K | Buy |
4,082
+1
| +0% | +$71 | 0.03% | 456 |
|
|
2018
Q4 | $265K | Buy |
4,081
+574
| +16% | +$37.3K | 0.04% | 408 |
|
|
2018
Q3 | $215K | Buy |
+3,507
| New | +$215K | 0.03% | 318 |
|