TCI Wealth Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $23.2K | Buy |
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|
2022
Q4 | $20K | Sell |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $32K | Sell |
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|
2021
Q4 | $34K | Sell |
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|
2021
Q3 | $583K | Sell |
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|
2021
Q2 | $573K | Buy |
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|
2021
Q1 | $31K | Buy |
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|
2020
Q4 | $21K | Sell |
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|
2020
Q3 | $25K | Hold |
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|
2020
Q2 | $25K | Sell |
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|
2020
Q1 | $24K | Sell |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $36K | Hold |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $30K | Hold |
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|
2018
Q4 | $28K | Sell |
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|
2018
Q3 | $29K | Hold |
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|
2018
Q2 | $28K | Buy |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $26K | Hold |
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|
2017
Q3 | $24K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $24K | Sell |
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|
2016
Q4 | $46K | Buy |
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|
2016
Q3 | $42K | Hold |
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|
2016
Q2 | $46K | Hold |
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|
2016
Q1 | $45K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $24K | Sell |
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|
2015
Q2 | $35K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $19K | Hold |
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|
2014
Q3 | $16K | Hold |
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|
2014
Q2 | $17K | Hold |
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|
2014
Q1 | $16K | Hold |
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|
2013
Q4 | $15K | Hold |
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|
2013
Q3 | $15K | Hold |
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|
2013
Q2 | $15K | Buy |
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