WCBA
Weaver C. Barksdale & Associates’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.49M | Sell |
23,546
-407
| -2% | -$25.7K | 1.56% | 32 |
|
|
2017
Q3 | $1.45M | Hold |
23,953
| – | – | 1.62% | 28 |
|
|
2017
Q2 | $1.45M | Buy |
23,953
+9,648
| +67% | +$586K | 1.7% | 17 |
|
|
2017
Q1 | $841K | Hold |
14,305
| – | – | 0.99% | 56 |
|
|
2016
Q4 | $790K | Hold |
14,305
| – | – | 1.27% | 52 |
|
|
2016
Q3 | $775K | Hold |
14,305
| – | – | 1.3% | 52 |
|
|
2016
Q2 | $857K | Hold |
14,305
| – | – | 1.49% | 37 |
|
|
2016
Q1 | $835K | Buy |
+14,305
| New | +$835K | 0.63% | 62 |
|
|
2013
Q3 | – | Sell |
-2,410
| Closed | -$101K | – | 559 |
|
|
2013
Q2 | $101K | Buy |
+2,410
| New | +$101K | 0.1% | 109 |
|