Atwood & Palmer’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-262	Closed	-$23K	–	405
2022 Q1	$23K	Hold	262	–	–	﹤0.01%	301
2021 Q4	$24K	Hold	262	–	–	﹤0.01%	299
2021 Q3	$21K	Hold	262	–	–	﹤0.01%	298
2021 Q2	$21K	Hold	262	–	–	﹤0.01%	288
2021 Q1	$23K	Hold	262	–	–	﹤0.01%	280
2020 Q4	$23K	Hold	262	–	–	﹤0.01%	265
2020 Q3	$22K	Hold	262	–	–	﹤0.01%	221
2020 Q2	$22K	Hold	262	–	–	﹤0.01%	217
2020 Q1	$20K	Hold	262	–	–	﹤0.01%	220
2019 Q4	$22K	Hold	262	–	–	﹤0.01%	219
2019 Q3	$22K	Hold	262	–	–	﹤0.01%	225
2019 Q2	$20K	Hold	262	–	–	﹤0.01%	224
2019 Q1	$19K	Hold	262	–	–	﹤0.01%	224
2018 Q4	$17K	Hold	262	–	–	﹤0.01%	224
2018 Q3	$16K	Hold	262	–	–	﹤0.01%	244
2018 Q2	$15K	Hold	262	–	–	﹤0.01%	245
2018 Q1	$15K	Hold	262	–	–	﹤0.01%	240
2017 Q4	$17K	Hold	262	–	–	﹤0.01%	233
2017 Q3	$16K	Hold	262	–	–	﹤0.01%	238
2017 Q2	$16K	Hold	262	–	–	﹤0.01%	241
2017 Q1	$15K	Hold	262	–	–	﹤0.01%	234
2016 Q4	$14K	Hold	262	–	–	﹤0.01%	242
2016 Q3	$14K	Hold	262	–	–	﹤0.01%	242
2016 Q2	$16K	Hold	262	–	–	﹤0.01%	233
2016 Q1	$15K	Sell	262 -262	-50%	-$15K	﹤0.01%	243
2015 Q4	$27K	Hold	524	–	–	0.01%	244
2015 Q3	$27K	Sell	524 -745	-59%	-$38.4K	0.01%	236
2015 Q2	$58K	Buy	+1,269	New	+$58K	0.01%	179
2015 Q1	–	Sell	-1,269	Closed	-$68K	–	332
2014 Q4	$68K	Hold	1,269	–	–	0.01%	186
2014 Q3	$56K	Buy	1,269 +745	+142%	+$32.9K	0.01%	197
2014 Q2	$25K	Buy	+524	New	+$25K	0.01%	223