Arkadios Wealth Advisors’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 | $966K | Buy |
15,178
+343
| +2% | +$21.8K | 0.03% | 581 |
|
|
2025
Q1 | $921K | Buy |
+14,835
| New | +$921K | 0.03% | 487 |
|
|
2023
Q2 | – | Sell |
-2,659
| Closed | -$208K | – | 619 |
|
|
2023
Q1 | $208K | Buy |
2,659
+10
| +0.4% | +$783 | 0.02% | 560 |
|
|
2022
Q4 | $222K | Buy |
2,649
+13
| +0.5% | +$1.09K | 0.03% | 495 |
|
|
2022
Q3 | $205K | Buy |
2,636
+10
| +0.4% | +$778 | 0.03% | 482 |
|
|
2022
Q2 | $222K | Buy |
2,626
+61
| +2% | +$5.16K | 0.03% | 476 |
|
|
2022
Q1 | $226K | Sell |
2,565
-92
| -3% | -$8.11K | 0.03% | 498 |
|
|
2021
Q4 | $242K | Buy |
2,657
+8
| +0.3% | +$729 | 0.03% | 489 |
|
|
2021
Q3 | $216K | Sell |
2,649
-44
| -2% | -$3.59K | 0.03% | 483 |
|
|
2021
Q2 | $216K | Buy |
2,693
+1,290
| +92% | +$103K | 0.03% | 514 |
|
|
2021
Q1 | $121K | Buy |
1,403
+52
| +4% | +$4.49K | 0.02% | 495 |
|
|
2020
Q4 | $116K | Buy |
1,351
+1,249
| +1,225% | +$107K | 0.02% | 415 |
|
|
2020
Q3 | $9.32K | Hold |
102
| – | – | ﹤0.01% | 760 |
|
|
2020
Q2 | $8.81K | Buy |
+102
| New | +$8.81K | ﹤0.01% | 704 |
|