Arkadios Wealth Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Buy |
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|
2025
Q2 | $966K | Buy |
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|
2025
Q1 | $921K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $216K | Buy |
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|
2021
Q1 | $121K | Buy |
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|
2020
Q4 | $116K | Buy |
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|
2020
Q3 | $9.32K | Hold |
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|
2020
Q2 | $8.81K | Buy |
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