Wealthspire Advisors (Maryland)’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $494K | Buy |
5,910
+699
| +13% | +$58.4K | 0.02% | 273 |
|
|
2020
Q2 | $434K | Sell |
5,211
-123
| -2% | -$10.2K | 0.03% | 281 |
|
|
2020
Q1 | $417K | Sell |
5,334
-265
| -5% | -$20.7K | 0.04% | 258 |
|
|
2019
Q4 | $476K | Buy |
5,599
+223
| +4% | +$19K | 0.03% | 287 |
|
|
2019
Q3 | $459K | Sell |
5,376
-158
| -3% | -$13.5K | 0.03% | 270 |
|
|
2019
Q2 | $419K | Sell |
5,534
-828
| -13% | -$62.7K | 0.03% | 285 |
|
|
2019
Q1 | $451K | Sell |
6,362
-374
| -6% | -$26.5K | 0.03% | 271 |
|
|
2018
Q4 | $438K | Sell |
6,736
-227
| -3% | -$14.8K | 0.04% | 245 |
|
|
2018
Q3 | $428K | Sell |
6,963
-323
| -4% | -$19.9K | 0.04% | 274 |
|
|
2018
Q2 | $427K | Buy |
7,286
+1,939
| +36% | +$114K | 0.04% | 271 |
|
|
2018
Q1 | $315K | Sell |
5,347
-814
| -13% | -$48K | 0.03% | 351 |
|
|
2017
Q4 | $389K | Buy |
6,161
+471
| +8% | +$29.7K | 0.04% | 314 |
|
|
2017
Q3 | $344K | Sell |
5,690
-98
| -2% | -$5.93K | 0.04% | 328 |
|
|
2017
Q2 | $351K | Buy |
5,788
+4,557
| +370% | +$276K | 0.04% | 311 |
|
|
2017
Q1 | $72K | Buy |
1,231
+278
| +29% | +$16.3K | 0.01% | 697 |
|
|
2016
Q4 | $53K | Buy |
953
+40
| +4% | +$2.23K | 0.01% | 751 |
|
|
2016
Q3 | $49K | Buy |
913
+122
| +15% | +$6.55K | 0.01% | 776 |
|
|
2016
Q2 | $47K | Sell |
791
-141
| -15% | -$8.38K | 0.01% | 749 |
|
|
2016
Q1 | $54K | Sell |
932
-8
| -0.9% | -$464 | 0.01% | 684 |
|
|
2015
Q4 | $48K | Buy |
+940
| New | +$48K | 0.01% | 723 |
|