SBSB
Sullivan, Bruyette, Speros & Blaney’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $397K | Sell |
4,581
-524
| -10% | -$45.4K | 0.02% | 206 |
|
|
2020
Q4 | $442K | Buy |
5,105
+1,516
| +42% | +$131K | 0.02% | 181 |
|
|
2020
Q3 | $300K | Hold |
3,589
| – | – | 0.02% | 201 |
|
|
2020
Q2 | $299K | Sell |
3,589
-387
| -10% | -$32.2K | 0.02% | 183 |
|
|
2020
Q1 | $311K | Sell |
3,976
-85
| -2% | -$6.65K | 0.02% | 168 |
|
|
2019
Q4 | $346K | Buy |
4,061
+2,600
| +178% | +$222K | 0.02% | 175 |
|
|
2019
Q3 | $125K | Buy |
+1,461
| New | +$125K | 0.01% | 297 |
|