Accurate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Sell |
9,028
-882
| -9% | -$58.3K | 0.09% | 229 |
|
|
2025
Q1 | $558K | Buy |
9,910
+283
| +3% | +$15.9K | 0.11% | 193 |
|
|
2024
Q4 | $536K | Buy |
9,627
+5,919
| +160% | +$329K | 0.1% | 191 |
|
|
2024
Q3 | $242K | Sell |
3,708
-11
| -0.3% | -$719 | 0.05% | 326 |
|
|
2024
Q2 | $220K | Sell |
3,719
-13
| -0.3% | -$770 | 0.05% | 305 |
|
|
2024
Q1 | $223K | Sell |
3,732
-100
| -3% | -$5.97K | 0.07% | 263 |
|
|
2023
Q4 | $219K | Sell |
3,832
-334
| -8% | -$19.1K | 0.07% | 251 |
|
|
2023
Q3 | $231K | Buy |
4,166
+1,293
| +45% | +$71.7K | 0.07% | 230 |
|
|
2023
Q2 | $209K | Buy |
2,873
+79
| +3% | +$5.75K | 0.07% | 254 |
|
|
2023
Q1 | $225K | Buy |
2,794
+1,574
| +129% | +$127K | 0.08% | 228 |
|
|
2022
Q4 | $105K | Buy |
+1,220
| New | +$105K | 0.04% | 305 |
|