Tradition Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-533
| Closed | -$33K | – | 628 |
|
|
2023
Q4 | $33K | Sell |
533
-24
| -4% | -$1.49K | ﹤0.01% | 718 |
|
|
2023
Q3 | $32K | Sell |
557
-9
| -2% | -$517 | ﹤0.01% | 709 |
|
|
2023
Q2 | $40K | Sell |
566
-25
| -4% | -$1.77K | ﹤0.01% | 695 |
|
|
2023
Q1 | $46K | Buy |
591
+28
| +5% | +$2.18K | 0.01% | 629 |
|
|
2022
Q4 | $47K | Sell |
563
-13
| -2% | -$1.09K | 0.01% | 540 |
|
|
2022
Q3 | $45K | Buy |
576
+6
| +1% | +$469 | 0.01% | 531 |
|
|
2022
Q2 | $48K | Hold |
570
| – | – | 0.01% | 462 |
|
|
2022
Q1 | $50K | Sell |
570
-5
| -0.9% | -$439 | 0.01% | 517 |
|
|
2021
Q4 | $52K | Buy |
575
+5
| +0.9% | +$452 | 0.01% | 516 |
|
|
2021
Q3 | $47K | Hold |
570
| – | – | 0.01% | 521 |
|
|
2021
Q2 | $46K | Hold |
570
| – | – | 0.01% | 548 |
|
|
2021
Q1 | $49K | Hold |
570
| – | – | 0.01% | 439 |
|
|
2020
Q4 | $49K | Buy |
+570
| New | +$49K | 0.01% | 418 |
|