WealthPLAN Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-524
| Closed | -$37.2K | – | 549 |
|
|
2023
Q2 | $37.2K | Hold |
524
| – | – | 0.01% | 568 |
|
|
2023
Q1 | $41K | Buy |
+524
| New | +$41K | ﹤0.01% | 592 |
|
|
2019
Q2 | – | Sell |
-7,686
| Closed | -$558K | – | 248 |
|
|
2019
Q1 | $558K | Buy |
7,686
+370
| +5% | +$26.9K | 0.09% | 154 |
|
|
2018
Q4 | $514K | Buy |
7,316
+80
| +1% | +$5.62K | 0.08% | 149 |
|
|
2018
Q3 | $489K | Buy |
7,236
+910
| +14% | +$61.5K | 0.09% | 146 |
|
|
2018
Q2 | $370K | Buy |
6,326
+140
| +2% | +$8.19K | 0.08% | 173 |
|
|
2018
Q1 | $364K | Buy |
+6,186
| New | +$364K | 0.08% | 176 |
|
|
2016
Q3 | $27.6K | Sell |
524
-594
| -53% | -$31.3K | 0.01% | 422 |
|
|
2016
Q2 | $31.4K | Buy |
+1,118
| New | +$31.4K | ﹤0.01% | 1143 |
|
|
2015
Q4 | $26.9K | Buy |
+2,576
| New | +$26.9K | ﹤0.01% | 805 |
|