YorkBridge Wealth Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-67
| Closed | -$5K | – | 320 |
|
|
2019
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 657 |
|
|
2019
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 654 |
|
|
2018
Q4 | $4K | Hold |
67
| – | – | ﹤0.01% | 646 |
|
|
2018
Q3 | $4K | Sell |
67
-2,024
| -97% | -$121K | ﹤0.01% | 667 |
|
|
2018
Q2 | $123K | Hold |
2,091
| – | – | 0.05% | 255 |
|
|
2018
Q1 | $123K | Hold |
2,091
| – | – | 0.06% | 259 |
|
|
2017
Q4 | $122K | Sell |
2,091
-123
| -6% | -$7.18K | 0.06% | 247 |
|
|
2017
Q3 | $134K | Hold |
2,214
| – | – | 0.07% | 222 |
|
|
2017
Q2 | $134K | Hold |
2,214
| – | – | 0.07% | 213 |
|
|
2017
Q1 | $131K | Sell |
2,214
-42
| -2% | -$2.49K | 0.07% | 210 |
|
|
2016
Q4 | $119K | Buy |
+2,256
| New | +$119K | 0.07% | 215 |
|