TRUE Private Wealth 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 |
-141
| Closed | -$12K | – | 384 |
|
|
2020
Q4 | $12K | Hold |
141
| – | – | ﹤0.01% | 514 |
|
|
2020
Q3 | $11K | Hold |
141
| – | – | ﹤0.01% | 477 |
|
|
2020
Q2 | $11K | Hold |
141
| – | – | ﹤0.01% | 472 |
|
|
2020
Q1 | $11K | Hold |
141
| – | – | ﹤0.01% | 433 |
|
|
2019
Q4 | $11K | Buy |
+141
| New | +$11K | ﹤0.01% | 581 |
|
|
2019
Q3 | – | Sell |
-141
| Closed | -$10K | – | 380 |
|
|
2019
Q2 | $10K | Buy |
+141
| New | +$10K | ﹤0.01% | 545 |
|
|
2018
Q4 | – | Sell |
-181
| Closed | -$11.1K | – | 449 |
|
|
2018
Q3 | $11.1K | Buy |
+181
| New | +$11.1K | ﹤0.01% | 735 |
|