WEC
Winslow Evans & Crocker’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.11M | Buy |
12,877
+12,019
| +1,401% | +$1.04M | 0.21% | 112 |
|
|
2020
Q3 | $72K | Buy |
858
+2
| +0.2% | +$168 | 0.02% | 403 |
|
|
2020
Q2 | $71K | Buy |
856
+2
| +0.2% | +$166 | 0.02% | 408 |
|
|
2020
Q1 | $68K | Buy |
854
+2
| +0.2% | +$159 | 0.02% | 380 |
|
|
2019
Q4 | $74K | Buy |
852
+2
| +0.2% | +$174 | 0.02% | 438 |
|
|
2019
Q3 | $74K | Buy |
850
+2
| +0.2% | +$174 | 0.02% | 444 |
|
|
2019
Q2 | $66K | Buy |
848
+2
| +0.2% | +$156 | 0.02% | 463 |
|
|
2019
Q1 | $60K | Buy |
846
+2
| +0.2% | +$142 | 0.02% | 461 |
|
|
2018
Q4 | $56K | Buy |
844
+4
| +0.5% | +$265 | 0.02% | 443 |
|
|
2018
Q3 | $52K | Buy |
840
+2
| +0.2% | +$124 | 0.02% | 476 |
|
|
2018
Q2 | $50K | Buy |
838
+6
| +0.7% | +$358 | 0.02% | 493 |
|
|
2018
Q1 | $49K | Hold |
832
| – | – | 0.02% | 483 |
|
|
2017
Q4 | $52.6K | Buy |
832
+2
| +0.2% | +$126 | 0.02% | 482 |
|
|
2017
Q3 | $50.1K | Sell |
830
-597
| -42% | -$36.1K | 0.02% | 479 |
|
|
2017
Q2 | $86.7K | Buy |
1,427
+5
| +0.4% | +$304 | 0.02% | 455 |
|
|
2017
Q1 | $83.5K | Buy |
1,422
+8
| +0.6% | +$470 | 0.03% | 443 |
|
|
2016
Q4 | $78.1K | Buy |
1,414
+6
| +0.4% | +$331 | 0.02% | 441 |
|
|
2016
Q3 | $76.2K | Sell |
1,408
-118
| -8% | -$6.39K | 0.02% | 456 |
|
|
2016
Q2 | $91.3K | Buy |
1,526
+9
| +0.6% | +$539 | 0.03% | 405 |
|
|
2016
Q1 | $88.5K | Sell |
1,517
-911
| -38% | -$53.1K | 0.03% | 392 |
|
|
2015
Q4 | $124K | Buy |
2,428
+8
| +0.3% | +$408 | 0.04% | 362 |
|
|
2015
Q3 | $122K | Buy |
2,420
+8
| +0.3% | +$405 | 0.04% | 354 |
|
|
2015
Q2 | $109K | Sell |
2,412
-92
| -4% | -$4.18K | 0.03% | 409 |
|
|
2015
Q1 | $126K | Sell |
2,504
-762
| -23% | -$38.5K | 0.04% | 377 |
|
|
2014
Q4 | $175K | Buy |
3,266
+106
| +3% | +$5.67K | 0.05% | 307 |
|
|
2014
Q3 | $140K | Buy |
3,160
+10
| +0.3% | +$443 | 0.04% | 367 |
|
|
2014
Q2 | $149K | Buy |
3,150
+8
| +0.3% | +$378 | 0.05% | 304 |
|
|
2014
Q1 | $143K | Buy |
3,142
+8
| +0.3% | +$364 | 0.05% | 305 |
|
|
2013
Q4 | $133K | Buy |
+3,134
| New | +$133K | 0.05% | 327 |
|