TrueWealth LLC’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-101
| Closed | -$9K | – | 742 |
|
|
2019
Q4 | $9K | Hold |
101
| – | – | ﹤0.01% | 470 |
|
|
2019
Q3 | $9K | Hold |
101
| – | – | ﹤0.01% | 466 |
|
|
2019
Q2 | $8K | Hold |
101
| – | – | ﹤0.01% | 490 |
|
|
2019
Q1 | $7K | Hold |
101
| – | – | ﹤0.01% | 515 |
|
|
2018
Q4 | $7K | Hold |
101
| – | – | ﹤0.01% | 485 |
|
|
2018
Q3 | $6K | Hold |
101
| – | – | ﹤0.01% | 572 |
|
|
2018
Q2 | $6K | Hold |
101
| – | – | ﹤0.01% | 576 |
|
|
2018
Q1 | $6K | Sell |
101
-95
| -48% | -$5.64K | ﹤0.01% | 536 |
|
|
2017
Q4 | $12K | Buy |
+196
| New | +$12K | 0.01% | 470 |
|