VisionPoint Advisory Group’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$233 | – | 786 |
|
|
2023
Q3 | $233 | Buy |
+4
| New | +$233 | ﹤0.01% | 652 |
|
|
2020
Q1 | – | Sell |
-29,668
| Closed | -$2.52M | – | 130 |
|
|
2019
Q4 | $2.52M | Buy |
29,668
+2,811
| +10% | +$239K | 1.05% | 26 |
|
|
2019
Q3 | $2.3M | Buy |
26,857
+2,086
| +8% | +$179K | 0.63% | 28 |
|
|
2019
Q2 | $1.88M | Buy |
24,771
+1,376
| +6% | +$104K | 0.54% | 31 |
|
|
2019
Q1 | $1.66M | Buy |
+23,395
| New | +$1.66M | 0.47% | 41 |
|