Atria Wealth Solutions’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 | – | Sell |
-4,490
| Closed | -$279K | – | 1583 |
|
|
2025
Q1 | $279K | Buy |
+4,490
| New | +$279K | ﹤0.01% | 1505 |
|
|
2023
Q1 | – | Sell |
-5,154
| Closed | -$432K | – | 1872 |
|
|
2022
Q4 | $432K | Buy |
5,154
+2,556
| +98% | +$214K | 0.01% | 1154 |
|
|
2022
Q3 | $203K | Sell |
2,598
-19
| -0.7% | -$1.48K | ﹤0.01% | 1542 |
|
|
2022
Q2 | $221K | Buy |
2,617
+201
| +8% | +$17K | ﹤0.01% | 1370 |
|
|
2022
Q1 | $213K | Buy |
+2,416
| New | +$213K | ﹤0.01% | 1550 |
|