Bartlett & Co 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 | $3.77K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $186 | Sell |
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|
2024
Q4 | $71.6K | Sell |
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|
2024
Q3 | $119K | Hold |
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|
2024
Q2 | $99K | Sell |
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|
2024
Q1 | $117K | Hold |
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|
2023
Q4 | $122K | Hold |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $139K | Hold |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $164K | Sell |
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|
2022
Q3 | $152K | Sell |
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|
2022
Q2 | $169K | Sell |
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|
2022
Q1 | $179K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $96.7K | Buy |
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|
2021
Q2 | $59.7K | Hold |
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|
2021
Q1 | $64.4K | Hold |
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|
2020
Q4 | $64.4K | Hold |
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|
2020
Q3 | $62.2K | Hold |
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|
2020
Q2 | $62K | Hold |
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|
2020
Q1 | $58.2K | Buy |
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|
2019
Q4 | $61.7K | Buy |
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|
2019
Q3 | $60.4K | Buy |
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|
2019
Q2 | $7.58K | Buy |
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