Bar Harbor Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $308K | Hold |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $271K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $480K | Sell |
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|
2021
Q4 | $499K | Hold |
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|
2021
Q3 | $449K | Sell |
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|
2021
Q2 | $450K | Hold |
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|
2021
Q1 | $485K | Hold |
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|
2020
Q4 | $485K | Hold |
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|
2020
Q3 | $468K | Sell |
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|
2020
Q2 | $484K | Sell |
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|
2020
Q1 | $463K | Sell |
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|
2019
Q4 | $504K | Sell |
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|
2019
Q3 | $519K | Hold |
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|
2019
Q2 | $460K | Hold |
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|
2019
Q1 | $431K | Sell |
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|
2018
Q4 | $433K | Hold |
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|
2018
Q3 | $409K | Hold |
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|
2018
Q2 | $390K | Hold |
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|
2018
Q1 | $392K | Sell |
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|
2017
Q4 | $423K | Sell |
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|
2017
Q3 | $405K | Sell |
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|
2017
Q2 | $415K | Sell |
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|
2017
Q1 | $456K | Sell |
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|
2016
Q4 | $443K | Sell |
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|
2016
Q3 | $447K | Hold |
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|
2016
Q2 | $494K | Buy |
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|
2016
Q1 | $443K | Buy |
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|
2015
Q4 | $385K | Hold |
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|
2015
Q3 | $381K | Hold |
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|
2015
Q2 | $342K | Buy |
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|
2015
Q1 | $373K | Hold |
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|
2014
Q4 | $396K | Hold |
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|
2014
Q3 | $328K | Hold |
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|
2014
Q2 | $350K | Sell |
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|
2014
Q1 | $365K | Buy |
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|
2013
Q4 | $275K | Hold |
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|
2013
Q3 | $267K | Sell |
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|
2013
Q2 | $288K | Buy |
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