Baldwin Wealth Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27
| Closed | -$1.84K | – | 487 |
|
|
2024
Q3 | $1.84K | Sell |
27
-23
| -46% | -$1.57K | ﹤0.01% | 956 |
|
|
2024
Q2 | $2.84K | Buy |
+50
| New | +$2.84K | ﹤0.01% | 634 |
|
|
2024
Q1 | – | Sell |
-269
| Closed | -$16.6K | – | 706 |
|
|
2023
Q4 | $16.6K | Sell |
269
-590
| -69% | -$36.4K | ﹤0.01% | 524 |
|
|
2023
Q3 | $50K | Hold |
859
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $60.9K | Hold |
859
| – | – | 0.01% | 388 |
|
|
2023
Q1 | $67.2K | Hold |
859
| – | – | 0.01% | 376 |
|
|
2022
Q4 | $72K | Buy |
859
+590
| +219% | +$49.5K | 0.01% | 357 |
|
|
2022
Q3 | $21K | Hold |
269
| – | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $23K | Hold |
269
| – | – | ﹤0.01% | 456 |
|
|
2022
Q1 | $24K | Sell |
269
-195
| -42% | -$17.4K | ﹤0.01% | 457 |
|
|
2021
Q4 | $42K | Buy |
464
+195
| +72% | +$17.7K | ﹤0.01% | 367 |
|
|
2021
Q3 | $22K | Hold |
269
| – | – | ﹤0.01% | 446 |
|
|
2021
Q2 | $22K | Hold |
269
| – | – | ﹤0.01% | 463 |
|
|
2021
Q1 | $23K | Buy |
+269
| New | +$23K | ﹤0.01% | 438 |
|