AWM
Axxcess Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
3,496
| – | – | 0.01% | 813 |
|
|
2025
Q1 | $217K | Hold |
3,496
| – | – | 0.01% | 790 |
|
|
2024
Q4 | $201K | Hold |
3,496
| – | – | ﹤0.01% | 820 |
|
|
2024
Q3 | $238K | Buy |
+3,496
| New | +$238K | 0.01% | 774 |
|
|
2024
Q2 | – | Sell |
-3,746
| Closed | -$224K | – | 879 |
|
|
2024
Q1 | $224K | Sell |
3,746
-716
| -16% | -$42.8K | 0.01% | 775 |
|
|
2023
Q4 | $275K | Buy |
+4,462
| New | +$275K | 0.01% | 666 |
|