Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,956
| Closed | -$281K | – | 626 |
|
|
2023
Q2 | $281K | Buy |
+3,956
| New | +$281K | 0.01% | 447 |
|
|
2021
Q2 | – | Sell |
-11
| Closed | -$1K | – | 829 |
|
|
2021
Q1 | $1K | Sell |
11
-70
| -86% | -$6.36K | ﹤0.01% | 1786 |
|
|
2020
Q4 | $7K | Sell |
81
-7
| -8% | -$605 | ﹤0.01% | 1255 |
|
|
2020
Q3 | $7K | Sell |
88
-79
| -47% | -$6.28K | ﹤0.01% | 1121 |
|
|
2020
Q2 | $14K | Buy |
167
+146
| +695% | +$12.2K | ﹤0.01% | 1105 |
|
|
2020
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1459 |
|
|
2019
Q4 | – | Sell |
-108
| Closed | -$9K | – | 1641 |
|
|
2019
Q3 | $9K | Hold |
108
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q2 | $8K | Hold |
108
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q1 | $8K | Hold |
108
| – | – | ﹤0.01% | 1014 |
|
|
2018
Q4 | $7K | Buy |
108
+82
| +315% | +$5.32K | ﹤0.01% | 961 |
|
|
2018
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1445 |
|
|
2018
Q2 | – | Sell |
-275
| Closed | -$16K | – | 1649 |
|
|
2018
Q1 | $16K | Buy |
+275
| New | +$16K | ﹤0.01% | 780 |
|