Stokes Capital Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,822
| Closed | -$484K | – | 78 |
|
|
2019
Q1 | $484K | Hold |
6,822
| – | – | 0.29% | 68 |
|
|
2018
Q4 | $444K | Hold |
6,822
| – | – | 0.31% | 71 |
|
|
2018
Q3 | $419K | Hold |
6,822
| – | – | 0.26% | 73 |
|
|
2018
Q2 | $400K | Hold |
6,822
| – | – | 0.26% | 74 |
|
|
2018
Q1 | $402K | Hold |
6,822
| – | – | 0.26% | 76 |
|
|
2017
Q4 | $431K | Buy |
+6,822
| New | +$431K | 0.29% | 75 |
|