Tiedemann Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,609
| Closed | -$226K | – | 335 |
|
|
2020
Q4 | $226K | Sell |
2,609
-25,553
| -91% | -$2.21M | 0.01% | 288 |
|
|
2020
Q3 | $2.35M | Sell |
28,162
-18,022
| -39% | -$1.51M | 0.11% | 117 |
|
|
2020
Q2 | $3.85M | Buy |
46,184
+11,907
| +35% | +$992K | 0.2% | 73 |
|
|
2020
Q1 | $2.68M | Sell |
34,277
-21,204
| -38% | -$1.66M | 0.17% | 86 |
|
|
2019
Q4 | $4.72M | Sell |
55,481
-3,817
| -6% | -$325K | 0.23% | 71 |
|
|
2019
Q3 | $5.07M | Buy |
59,298
+1,938
| +3% | +$166K | 0.24% | 71 |
|
|
2019
Q2 | $4.35M | Sell |
57,360
-4,918
| -8% | -$373K | 0.22% | 75 |
|
|
2019
Q1 | $4.42M | Buy |
62,278
+9,198
| +17% | +$653K | 0.21% | 80 |
|
|
2018
Q4 | $3.45M | Sell |
53,080
-2,200
| -4% | -$143K | 0.18% | 90 |
|
|
2018
Q3 | $3.4M | Buy |
55,280
+2,700
| +5% | +$166K | 0.2% | 82 |
|
|
2018
Q2 | $3.08M | Buy |
52,580
+32,330
| +160% | +$1.9M | 0.2% | 82 |
|
|
2018
Q1 | $1.19M | Sell |
20,250
-32,840
| -62% | -$1.93M | 0.08% | 132 |
|
|
2017
Q4 | $3.35M | Buy |
53,090
+7,830
| +17% | +$495K | 0.26% | 57 |
|
|
2017
Q3 | $2.74M | Buy |
45,260
+1,095
| +2% | +$66.2K | 0.25% | 77 |
|
|
2017
Q2 | $2.68M | Buy |
44,165
+4
| +0% | +$243 | 0.19% | 100 |
|
|
2017
Q1 | $2.6M | Buy |
+44,161
| New | +$2.6M | 0.22% | 97 |
|