WP
WealthSource Partners’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,802
| Closed | -$295K | – | 312 |
|
|
2018
Q3 | $295K | Buy |
4,802
+75
| +2% | +$4.61K | 0.08% | 223 |
|
|
2018
Q2 | $277K | Hold |
4,727
| – | – | 0.08% | 222 |
|
|
2018
Q1 | $279K | Hold |
4,727
| – | – | 0.08% | 215 |
|
|
2017
Q4 | $299K | Hold |
4,727
| – | – | 0.09% | 201 |
|
|
2017
Q3 | $286K | Hold |
4,727
| – | – | 0.09% | 211 |
|
|
2017
Q2 | $287K | Hold |
4,727
| – | – | 0.1% | 206 |
|
|
2017
Q1 | $278K | Sell |
4,727
-250
| -5% | -$14.7K | 0.1% | 208 |
|
|
2016
Q4 | $275K | Sell |
4,977
-21
| -0.4% | -$1.16K | 0.12% | 178 |
|
|
2016
Q3 | $271K | Sell |
4,998
-65
| -1% | -$3.52K | 0.1% | 195 |
|
|
2016
Q2 | $303K | Buy |
5,063
+336
| +7% | +$20.1K | 0.11% | 165 |
|
|
2016
Q1 | $276K | Buy |
+4,727
| New | +$276K | 0.11% | 167 |
|