V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,931
| Closed | -$229K | – | 352 |
|
|
2020
Q1 | $229K | Sell |
2,931
-831
| -22% | -$64.9K | 0.07% | 270 |
|
|
2019
Q4 | $322K | Hold |
3,762
| – | – | 0.12% | 191 |
|
|
2019
Q3 | $322K | Buy |
3,762
+14
| +0.4% | +$1.2K | 0.12% | 192 |
|
|
2019
Q2 | $286K | Sell |
3,748
-46
| -1% | -$3.51K | 0.11% | 198 |
|
|
2019
Q1 | $272K | Buy |
+3,794
| New | +$272K | 0.11% | 191 |
|