SWA
Sutton Wealth Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.33K | Buy |
126
+44
| +54% | +$2.56K | ﹤0.01% | 524 |
|
|
2023
Q2 | $5.82K | Buy |
82
+40
| +95% | +$2.84K | ﹤0.01% | 542 |
|
|
2023
Q1 | $3.29K | Buy |
42
+3
| +8% | +$235 | ﹤0.01% | 573 |
|
|
2022
Q4 | $3.27K | Sell |
39
-30
| -43% | -$2.52K | ﹤0.01% | 1152 |
|
|
2022
Q3 | $5.38K | Sell |
69
-24
| -26% | -$1.87K | ﹤0.01% | 1059 |
|
|
2022
Q2 | $7.86K | Buy |
93
+15
| +19% | +$1.27K | ﹤0.01% | 974 |
|
|
2022
Q1 | $6.88K | Buy |
78
+11
| +16% | +$970 | ﹤0.01% | 1033 |
|
|
2021
Q4 | $6.1K | Hold |
67
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q3 | $5.48K | Hold |
67
| – | – | ﹤0.01% | 1041 |
|
|
2021
Q2 | $5.38K | Hold |
67
| – | – | ﹤0.01% | 1033 |
|
|
2021
Q1 | $5.8K | Buy |
67
+7
| +12% | +$606 | ﹤0.01% | 990 |
|
|
2020
Q4 | $5.19K | Sell |
60
-9
| -13% | -$779 | ﹤0.01% | 968 |
|
|
2020
Q3 | $5.77K | Hold |
69
| – | – | ﹤0.01% | 882 |
|
|
2020
Q2 | $5.75K | Buy |
69
+25
| +57% | +$2.08K | ﹤0.01% | 831 |
|
|
2020
Q1 | $3.44K | Buy |
44
+5
| +13% | +$391 | ﹤0.01% | 936 |
|
|
2019
Q4 | $3.32K | Hold |
39
| – | – | ﹤0.01% | 999 |
|
|
2019
Q3 | $3.33K | Hold |
39
| – | – | ﹤0.01% | 997 |
|
|
2019
Q2 | $2.96K | Hold |
39
| – | – | ﹤0.01% | 1004 |
|
|
2019
Q1 | $2.77K | Hold |
39
| – | – | ﹤0.01% | 1013 |
|
|
2018
Q4 | $2.54K | Hold |
39
| – | – | ﹤0.01% | 973 |
|
|
2018
Q3 | $2.4K | Hold |
39
| – | – | ﹤0.01% | 981 |
|
|
2018
Q2 | $2.29K | Sell |
39
-108
| -73% | -$6.33K | ﹤0.01% | 998 |
|
|
2018
Q1 | $8.66K | Hold |
147
| – | – | 0.01% | 849 |
|
|
2017
Q4 | $9.29K | Hold |
147
| – | – | 0.01% | 805 |
|
|
2017
Q3 | $8.89K | Hold |
147
| – | – | 0.01% | 788 |
|
|
2017
Q2 | $8.92K | Buy |
147
+40
| +37% | +$2.43K | 0.01% | 768 |
|
|
2017
Q1 | $6.29K | Sell |
107
-5
| -4% | -$294 | 0.01% | 816 |
|
|
2016
Q4 | $6.19K | Hold |
112
| – | – | 0.01% | 807 |
|
|
2016
Q3 | $6.07K | Buy |
112
+95
| +559% | +$5.15K | 0.01% | 782 |
|
|
2016
Q2 | $1.02K | Hold |
17
| – | – | ﹤0.01% | 925 |
|
|
2016
Q1 | $992 | Buy |
+17
| New | +$992 | ﹤0.01% | 920 |
|