Stifel Trust’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $6.51M | Sell |
147,020
-4,440
| -3% | -$197K | 1.25% | 16 |
|
|
2014
Q2 | $7.16M | Sell |
151,460
-713
| -0.5% | -$33.7K | 1.34% | 16 |
|
|
2014
Q1 | $6.92M | Sell |
152,173
-4,887
| -3% | -$222K | 1.31% | 19 |
|
|
2013
Q4 | $6.66M | Sell |
157,060
-3,200
| -2% | -$136K | 1.25% | 22 |
|
|
2013
Q3 | $6.61M | Sell |
160,260
-1,900
| -1% | -$78.4K | 1.32% | 21 |
|
|
2013
Q2 | $6.81M | Buy |
+162,160
| New | +$6.81M | 1.41% | 14 |
|