Wealthcare Advisory Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-431
| Closed | -$37K | – | 931 |
|
|
2021
Q1 | $37K | Buy |
+431
| New | +$37K | ﹤0.01% | 978 |
|
|
2020
Q2 | – | Sell |
-83
| Closed | -$6K | – | 622 |
|
|
2020
Q1 | $6K | Buy |
83
+13
| +19% | +$940 | ﹤0.01% | 1046 |
|
|
2019
Q4 | $6K | Hold |
70
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 1050 |
|
|
2019
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 960 |
|
|
2018
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 926 |
|
|
2018
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 1025 |
|
|
2018
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 1014 |
|
|
2018
Q1 | $4K | Sell |
70
-103
| -60% | -$5.89K | ﹤0.01% | 859 |
|
|
2017
Q4 | $11K | Buy |
173
+103
| +147% | +$6.55K | ﹤0.01% | 657 |
|
|
2017
Q3 | $4K | Buy |
70
+69
| +6,900% | +$3.94K | ﹤0.01% | 675 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 114 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 115 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 110 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 98 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 116 |
|