AW
Avion Wealth’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Buy |
101
+4
| +4% | +$238 | ﹤0.01% | 572 |
|
|
2025
Q1 | $5K | Hold |
97
| – | – | ﹤0.01% | 535 |
|
|
2024
Q4 | $5K | Buy |
97
+5
| +5% | +$258 | ﹤0.01% | 534 |
|
|
2024
Q3 | $6K | Buy |
92
+75
| +441% | +$4.89K | ﹤0.01% | 480 |
|
|
2024
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 1020 |
|
|
2024
Q1 | $2K | Buy |
17
+8
| +89% | +$941 | ﹤0.01% | 669 |
|
|
2023
Q4 | $1K | Sell |
9
-44
| -83% | -$4.89K | ﹤0.01% | 773 |
|
|
2023
Q3 | $2K | Buy |
53
+26
| +96% | +$981 | ﹤0.01% | 472 |
|
|
2023
Q2 | $1K | Buy |
27
+7
| +35% | +$259 | ﹤0.01% | 564 |
|
|
2023
Q1 | $1K | Buy |
20
+6
| +43% | +$300 | ﹤0.01% | 434 |
|
|
2022
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 416 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 448 |
|
|
2022
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 447 |
|
|
2020
Q4 | – | Sell |
-40
| Closed | -$3K | – | 357 |
|
|
2020
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 253 |
|
|
2020
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 230 |
|
|
2020
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 239 |
|