Avior Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-154
| Closed | -$8.84K | – | 1233 |
|
|
2024
Q4 | $8.84K | Buy |
154
+4
| +3% | +$230 | ﹤0.01% | 1665 |
|
|
2024
Q3 | $10.2K | Buy |
150
+23
| +18% | +$1.57K | ﹤0.01% | 1555 |
|
|
2024
Q2 | $7.2K | Sell |
127
-114
| -47% | -$6.47K | ﹤0.01% | 1609 |
|
|
2024
Q1 | $14.4K | Buy |
241
+232
| +2,578% | +$13.9K | ﹤0.01% | 1726 |
|
|
2023
Q4 | $555 | Sell |
9
-1
| -10% | -$62 | ﹤0.01% | 1417 |
|
|
2023
Q3 | $581 | Hold |
10
| – | – | ﹤0.01% | 1481 |
|
|
2023
Q2 | $709 | Hold |
10
| – | – | ﹤0.01% | 1433 |
|
|
2023
Q1 | $782 | Hold |
10
| – | – | ﹤0.01% | 1480 |
|
|
2022
Q4 | $838 | Hold |
10
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1196 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1118 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1144 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1088 |
|
|
2021
Q2 | $0 | Buy |
10
+3
| +43% | – | ﹤0.01% | 1065 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 955 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 927 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 813 |
|
|
2019
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 811 |
|