Thomas J. Herzfeld Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-52
| Closed | -$3.02K | – | 213 |
|
|
2023
Q3 | $3.02K | Hold |
52
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $3.69K | Hold |
52
| – | – | ﹤0.01% | 290 |
|
|
2023
Q1 | $4.07K | Hold |
52
| – | – | ﹤0.01% | 259 |
|
|
2022
Q4 | $4.36K | Buy |
52
+12
| +30% | +$1.01K | ﹤0.01% | 247 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 247 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 251 |
|
|
2022
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 251 |
|
|
2021
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 291 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 304 |
|
|
2021
Q2 | $3K | Buy |
40
+13
| +48% | +$975 | ﹤0.01% | 316 |
|
|
2021
Q1 | $2K | Buy |
27
+9
| +50% | +$667 | ﹤0.01% | 335 |
|
|
2020
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 287 |
|
|
2020
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 236 |
|
|
2020
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 267 |
|