Waverly Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,396
| Closed | -$215K | – | 246 |
|
|
2017
Q4 | $215K | Hold |
3,396
| – | – | 0.03% | 219 |
|
|
2017
Q3 | $205K | Hold |
3,396
| – | – | 0.04% | 222 |
|
|
2017
Q2 | $206K | Sell |
3,396
-40
| -1% | -$2.43K | 0.05% | 209 |
|
|
2017
Q1 | $202K | Buy |
+3,436
| New | +$202K | 0.05% | 204 |
|
|
2014
Q1 | – | Sell |
-642
| Closed | -$27K | – | 732 |
|
|
2013
Q4 | $27K | Hold |
642
| – | – | 0.01% | 408 |
|
|
2013
Q3 | $26K | Buy |
+642
| New | +$26K | 0.01% | 327 |
|