Accurate Wealth Management’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Buy	15,999 +4,773	+43%	+$337K	0.13%	169
2025 Q4	$761K	Buy	11,226 +1,868	+20%	+$131K	0.1%	218
2025 Q3	$661K	Buy	9,358 +330	+4%	+$21.6K	0.09%	242
2025 Q2	$597K	Sell	9,028 -882	-9%	-$54.4K	0.09%	229
2025 Q1	$558K	Buy	9,910 +283	+3%	+$16.9K	0.11%	193
2024 Q4	$536K	Buy	9,627 +5,919	+160%	+$369K	0.1%	191
2024 Q3	$242K	Sell	3,708 -11	-0.3%	-$711	0.05%	326
2024 Q2	$220K	Sell	3,719 -13	-0.3%	-$771	0.05%	305
2024 Q1	$223K	Sell	3,732 -100	-3%	-$5.75K	0.07%	263
2023 Q4	$219K	Sell	3,832 -334	-8%	-$19.3K	0.07%	251
2023 Q3	$231K	Buy	4,166 +1,293	+45%	+$86.2K	0.07%	230
2023 Q2	$209K	Buy	2,873 +79	+3%	+$5.88K	0.07%	254
2023 Q1	$225K	Buy	2,794 +1,574	+129%	+$124K	0.08%	228
2022 Q4	$105K	Buy	+1,220	New	+$96.8K	0.04%	305