Stonebridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11
| Closed | -$780 | – | 948 |
|
|
2023
Q2 | $780 | Hold |
11
| – | – | ﹤0.01% | 869 |
|
|
2023
Q1 | $861 | Sell |
11
-49
| -82% | -$3.84K | ﹤0.01% | 869 |
|
|
2022
Q4 | $5.03K | Hold |
60
| – | – | ﹤0.01% | 695 |
|
|
2022
Q3 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 675 |
|
|
2019
Q3 | – | Sell |
-80
| Closed | -$6K | – | 894 |
|
|
2019
Q2 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 641 |
|