Waddell & Associates’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 |
-5,630
| Closed | -$383K | – | 159 |
|
|
2024
Q3 | $383K | Buy |
5,630
+1,500
| +36% | +$102K | 0.05% | 97 |
|
|
2024
Q2 | $234K | Sell |
4,130
-20
| -0.5% | -$1.13K | 0.03% | 127 |
|
|
2024
Q1 | $248K | Hold |
4,150
| – | – | 0.03% | 126 |
|
|
2023
Q4 | $256K | Buy |
4,150
+6
| +0.1% | +$370 | 0.03% | 127 |
|
|
2023
Q3 | $241K | Hold |
4,144
| – | – | 0.04% | 148 |
|
|
2023
Q2 | $294K | Buy |
+4,144
| New | +$294K | 0.04% | 126 |
|