Arax Advisory Partners’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 | $158K | Buy |
2,490
+935
| +60% | +$59.5K | 0.01% | 745 |
|
2025
Q1 | $96.6K | Sell |
1,555
-1,539
| -50% | -$95.6K | 0.01% | 731 |
|
2024
Q4 | $178K | Buy |
3,094
+2,896
| +1,463% | +$166K | 0.01% | 520 |
|
2024
Q3 | $13.5K | Buy |
198
+9
| +5% | +$613 | ﹤0.01% | 1267 |
|
2024
Q2 | $10.7K | Buy |
189
+48
| +34% | +$2.72K | ﹤0.01% | 1239 |
|
2024
Q1 | $8.45K | Sell |
141
-6
| -4% | -$360 | ﹤0.01% | 804 |
|
2023
Q4 | $9.1K | Buy |
147
+131
| +819% | +$8.11K | ﹤0.01% | 775 |
|
2023
Q3 | $942 | Sell |
16
-36
| -69% | -$2.12K | ﹤0.01% | 1145 |
|
2023
Q2 | $3.69K | Buy |
52
+40
| +333% | +$2.84K | ﹤0.01% | 921 |
|
2023
Q1 | $955 | Hold |
12
| – | – | ﹤0.01% | 1109 |
|
2022
Q4 | $1.01K | Buy |
12
+1
| +9% | +$85 | ﹤0.01% | 1070 |
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1064 |
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1036 |
|