AWA
Aaron Wealth Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
3,977
+48
| +1% | +$3.05K | 0.03% | 405 |
|
|
2025
Q1 | $244K | Buy |
3,929
+132
| +3% | +$8.2K | 0.03% | 386 |
|
|
2024
Q4 | $218K | Buy |
3,797
+256
| +7% | +$14.7K | 0.03% | 415 |
|
|
2024
Q3 | $241K | Buy |
+3,541
| New | +$241K | 0.03% | 364 |
|
|
2024
Q2 | – | Sell |
-3,533
| Closed | -$211K | – | 331 |
|
|
2024
Q1 | $211K | Buy |
+3,533
| New | +$211K | 0.03% | 283 |
|
|
2022
Q4 | – | Sell |
-2,719
| Closed | -$212K | – | 248 |
|
|
2022
Q3 | $212K | Buy |
+2,719
| New | +$212K | 0.04% | 201 |
|
|
2022
Q2 | – | Sell |
-182,376
| Closed | -$2.07M | – | 405 |
|
|
2022
Q1 | $2.07M | Buy |
+182,376
| New | +$2.07M | 0.03% | 226 |
|