Wealthfront’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.08M | Sell |
17,580
-152
| -0.9% | -$9.34K | 0.01% | 244 |
|
|
2018
Q2 | $1.04M | Sell |
17,732
-9,543
| -35% | -$559K | 0.01% | 244 |
|
|
2018
Q1 | $1.61M | Buy |
27,275
+10,480
| +62% | +$617K | 0.02% | 162 |
|
|
2017
Q4 | $1.06M | Buy |
16,795
+8,023
| +91% | +$507K | 0.01% | 217 |
|
|
2017
Q3 | $530K | Buy |
8,772
+387
| +5% | +$23.4K | 0.01% | 315 |
|
|
2017
Q2 | $509K | Buy |
8,385
+1,794
| +27% | +$109K | 0.01% | 264 |
|
|
2017
Q1 | $387K | Buy |
6,591
+1,302
| +25% | +$76.4K | 0.01% | 277 |
|
|
2016
Q4 | $292K | Buy |
5,289
+193
| +4% | +$10.7K | 0.01% | 296 |
|
|
2016
Q3 | $276K | Buy |
5,096
+197
| +4% | +$10.7K | 0.01% | 291 |
|
|
2016
Q2 | $293K | Buy |
4,899
+192
| +4% | +$11.5K | 0.01% | 263 |
|
|
2016
Q1 | $275K | Buy |
+4,707
| New | +$275K | 0.01% | 253 |
|
|
2015
Q4 | – | Sell |
-3,409
| Closed | -$173K | – | 510 |
|
|
2015
Q3 | $173K | Buy |
3,409
+1,282
| +60% | +$65.1K | 0.01% | 303 |
|
|
2015
Q2 | $97K | Buy |
2,127
+316
| +17% | +$14.4K | ﹤0.01% | 404 |
|
|
2015
Q1 | $91K | Buy |
1,811
+550
| +44% | +$27.6K | ﹤0.01% | 399 |
|
|
2014
Q4 | $67K | Buy |
1,261
+380
| +43% | +$20.2K | ﹤0.01% | 428 |
|
|
2014
Q3 | $39K | Sell |
881
-43
| -5% | -$1.9K | ﹤0.01% | 447 |
|
|
2014
Q2 | $42K | Buy |
924
+359
| +64% | +$16.3K | ﹤0.01% | 400 |
|
|
2014
Q1 | $25K | Buy |
+565
| New | +$25K | ﹤0.01% | 392 |
|