Accel Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,881
| Closed | -$147K | – | 380 |
|
|
2023
Q1 | $147K | Buy |
1,881
+11
| +0.6% | +$861 | 0.06% | 260 |
|
|
2022
Q4 | $157K | Buy |
1,870
+9
| +0.5% | +$755 | 0.08% | 184 |
|
|
2022
Q3 | $151K | Buy |
1,861
+10
| +0.5% | +$811 | 0.08% | 194 |
|
|
2022
Q2 | $155K | Buy |
1,851
+9
| +0.5% | +$754 | 0.09% | 171 |
|
|
2022
Q1 | $165K | Buy |
1,842
+9
| +0.5% | +$806 | 0.09% | 183 |
|
|
2021
Q4 | $167K | Buy |
1,833
+8
| +0.4% | +$729 | 0.08% | 184 |
|
|
2021
Q3 | $149K | Buy |
1,825
+9
| +0.5% | +$735 | 0.1% | 168 |
|
|
2021
Q2 | $146K | Buy |
1,816
+9
| +0.5% | +$724 | 0.1% | 186 |
|
|
2021
Q1 | $156K | Buy |
1,807
+8
| +0.4% | +$691 | 0.13% | 161 |
|
|
2020
Q4 | $156K | Buy |
+1,799
| New | +$156K | 0.15% | 147 |
|