Transamerica Financial Advisors’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 |
-1
| Closed | -$1K | – | 626 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 439 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 439 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | -$2K | – | 640 |
|
|
2022
Q4 | $2K | Buy |
15
+14
| +1,400% | +$1.87K | ﹤0.01% | 383 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 450 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 462 |
|
|
2016
Q1 | – | Sell |
-10
| Closed | -$1K | – | 779 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 745 |
|
|
2015
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 743 |
|
|
2015
Q2 | $1K | Sell |
10
-15
| -60% | -$1.5K | ﹤0.01% | 800 |
|
|
2015
Q1 | $2K | Buy |
25
+17
| +213% | +$1.36K | ﹤0.01% | 760 |
|
|
2014
Q4 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 647 |
|
|
2014
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 604 |
|
|
2014
Q2 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 611 |
|
|
2014
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 580 |
|
|
2013
Q4 | $1K | Sell |
4
-72
| -95% | -$18K | ﹤0.01% | 566 |
|
|
2013
Q3 | $4K | Sell |
76
-23,582
| -100% | -$1.24M | ﹤0.01% | 504 |
|
|
2013
Q2 | $995K | Buy |
+23,658
| New | +$995K | 0.16% | 74 |
|