WFG Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $149K | Buy |
2,460
+1,380
| +128% | +$83.6K | 0.03% | 434 |
|
|
2017
Q1 | $64K | Sell |
1,080
-571
| -35% | -$33.8K | 0.02% | 598 |
|
|
2016
Q4 | $91K | Sell |
1,651
-411
| -20% | -$22.7K | 0.02% | 547 |
|
|
2016
Q3 | $112K | Buy |
2,062
+68
| +3% | +$3.69K | 0.03% | 490 |
|
|
2016
Q2 | $119K | Buy |
1,994
+145
| +8% | +$8.65K | 0.03% | 457 |
|
|
2016
Q1 | $108K | Buy |
1,849
+1,059
| +134% | +$61.9K | 0.03% | 454 |
|
|
2015
Q4 | $40K | Sell |
790
-61
| -7% | -$3.09K | 0.01% | 719 |
|
|
2015
Q3 | $43K | Buy |
851
+201
| +31% | +$10.2K | 0.01% | 693 |
|
|
2015
Q2 | $30K | Buy |
650
+1
| +0.2% | +$46 | 0.01% | 865 |
|
|
2015
Q1 | $33K | Buy |
649
+1
| +0.2% | +$51 | 0.01% | 835 |
|
|
2014
Q4 | $35K | Sell |
648
-783
| -55% | -$42.3K | 0.01% | 1010 |
|
|
2014
Q3 | $63K | Buy |
1,431
+4
| +0.3% | +$176 | 0.01% | 834 |
|
|
2014
Q2 | $67K | Buy |
1,427
+327
| +30% | +$15.4K | 0.01% | 801 |
|
|
2014
Q1 | $50K | Sell |
1,100
-942
| -46% | -$42.8K | 0.01% | 910 |
|
|
2013
Q4 | $87K | Buy |
2,042
+4
| +0.2% | +$170 | 0.01% | 795 |
|
|
2013
Q3 | $84K | Buy |
2,038
+1,127
| +124% | +$46.5K | 0.01% | 752 |
|
|
2013
Q2 | $38K | Buy |
+911
| New | +$38K | 0.01% | 991 |
|