Strait & Sound Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,027
| Closed | -$206K | – | 147 |
|
|
2024
Q3 | $206K | Buy |
+3,027
| New | +$206K | 0.1% | 139 |
|
|
2024
Q2 | – | Sell |
-3,594
| Closed | -$213K | – | 150 |
|
|
2024
Q1 | $213K | Buy |
+3,594
| New | +$213K | 0.12% | 124 |
|
|
2023
Q4 | – | Sell |
-3,668
| Closed | -$213K | – | 131 |
|
|
2023
Q3 | $213K | Sell |
3,668
-58
| -2% | -$3.37K | 0.18% | 120 |
|
|
2023
Q2 | $264K | Buy |
3,726
+58
| +2% | +$4.11K | 0.26% | 86 |
|
|
2023
Q1 | $287K | Buy |
3,668
+106
| +3% | +$8.3K | 0.29% | 85 |
|
|
2022
Q4 | $298K | Buy |
+3,562
| New | +$298K | 0.33% | 75 |
|