Wealth Alliance’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 |
-3,440
| Closed | -$234K | – | 510 |
|
|
2024
Q3 | $234K | Buy |
+3,440
| New | +$234K | 0.03% | 462 |
|
|
2024
Q2 | – | Sell |
-3,548
| Closed | -$212K | – | 524 |
|
|
2024
Q1 | $212K | Sell |
3,548
-1,517
| -30% | -$90.7K | 0.03% | 479 |
|
|
2023
Q4 | $313K | Buy |
5,065
+444
| +10% | +$27.4K | 0.04% | 372 |
|
|
2023
Q3 | $269K | Buy |
4,621
+1,202
| +35% | +$69.9K | 0.04% | 380 |
|
|
2023
Q2 | $242K | Buy |
+3,419
| New | +$242K | 0.04% | 433 |
|