Williams Jones Wealth Management’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 |
-3,587
| Closed | -$221K | – | 561 |
|
|
2023
Q4 | $221K | Sell |
3,587
-43
| -1% | -$2.65K | ﹤0.01% | 478 |
|
|
2023
Q3 | $211K | Sell |
3,630
-21
| -0.6% | -$1.22K | ﹤0.01% | 481 |
|
|
2023
Q2 | $259K | Sell |
3,651
-250
| -6% | -$17.7K | ﹤0.01% | 438 |
|
|
2023
Q1 | $305K | Sell |
3,901
-446
| -10% | -$34.9K | ﹤0.01% | 441 |
|
|
2022
Q4 | $364K | Hold |
4,347
| – | – | 0.01% | 414 |
|
|
2022
Q3 | $339K | Buy |
4,347
+440
| +11% | +$34.3K | 0.01% | 421 |
|
|
2022
Q2 | $330K | Buy |
+3,907
| New | +$330K | 0.01% | 438 |
|