Telemus Capital’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,612
| Closed | -$310K | – | 330 |
|
|
2022
Q4 | $310K | Hold |
3,612
| – | – | 0.03% | 273 |
|
|
2022
Q3 | $282K | Hold |
3,612
| – | – | 0.03% | 261 |
|
|
2022
Q2 | $305K | Hold |
3,612
| – | – | 0.03% | 281 |
|
|
2022
Q1 | $319K | Sell |
3,612
-95
| -3% | -$8.39K | 0.03% | 263 |
|
|
2021
Q4 | $337K | Sell |
3,707
-46
| -1% | -$4.18K | 0.03% | 279 |
|
|
2021
Q3 | $307K | Hold |
3,753
| – | – | 0.03% | 274 |
|
|
2021
Q2 | $301K | Hold |
3,753
| – | – | 0.02% | 286 |
|
|
2021
Q1 | $329K | Hold |
3,753
| – | – | 0.02% | 314 |
|
|
2020
Q4 | $325K | Hold |
3,753
| – | – | 0.02% | 305 |
|
|
2020
Q3 | $343K | Buy |
3,753
+125
| +3% | +$11.4K | 0.03% | 356 |
|
|
2020
Q2 | $310K | Hold |
3,628
| – | – | 0.02% | 335 |
|
|
2020
Q1 | $304K | Buy |
+3,628
| New | +$304K | 0.02% | 309 |
|