AWM
Activest Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02K | Sell |
16
-27
| -63% | -$1.72K | ﹤0.01% | 771 |
|
|
2025
Q1 | $2.67K | Buy |
+43
| New | +$2.67K | ﹤0.01% | 611 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 998 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 640 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 583 |
|
|
2023
Q1 | – | Sell |
-11
| Closed | -$922 | – | 389 |
|
|
2022
Q4 | $922 | Hold |
11
| – | – | ﹤0.01% | 424 |
|
|
2022
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 409 |
|