W.H. Cornerstone Investments’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,080
| Closed | -$482K | – | 120 |
|
|
2024
Q3 | $482K | Sell |
7,080
-216
| -3% | -$14.7K | 0.33% | 65 |
|
|
2024
Q2 | $414K | Sell |
7,296
-1,017
| -12% | -$57.7K | 0.29% | 70 |
|
|
2024
Q1 | $497K | Sell |
8,313
-2,226
| -21% | -$133K | 0.36% | 68 |
|
|
2023
Q4 | $650K | Sell |
10,539
-3,879
| -27% | -$239K | 0.52% | 53 |
|
|
2023
Q3 | $838K | Sell |
14,418
-475
| -3% | -$27.6K | 0.74% | 45 |
|
|
2023
Q2 | $1.06M | Sell |
14,893
-1,393
| -9% | -$98.8K | 0.94% | 37 |
|
|
2023
Q1 | $1.28M | Buy |
16,286
+1,995
| +14% | +$156K | 1.16% | 21 |
|
|
2022
Q4 | $1.2M | Buy |
14,291
+4,078
| +40% | +$343K | 1.14% | 24 |
|
|
2022
Q3 | $760K | Buy |
+10,213
| New | +$760K | 0.8% | 42 |
|