West Family Investments’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,443
| Closed | -$336K | – | 265 |
|
|
2023
Q4 | $336K | Buy |
5,443
+1,748
| +47% | +$108K | 0.11% | 139 |
|
|
2023
Q3 | $215K | Buy |
+3,695
| New | +$215K | 0.07% | 200 |
|
|
2023
Q2 | – | Sell |
-3,137
| Closed | -$246K | – | 242 |
|
|
2023
Q1 | $246K | Buy |
+3,137
| New | +$246K | 0.1% | 158 |
|
|
2022
Q2 | – | Sell |
-2,674
| Closed | -$236K | – | 262 |
|
|
2022
Q1 | $236K | Buy |
+2,674
| New | +$236K | 0.07% | 233 |
|
|
2021
Q4 | – | Sell |
-2,514
| Closed | -$206K | – | 341 |
|
|
2021
Q3 | $206K | Buy |
+2,514
| New | +$206K | 0.05% | 303 |
|