Bartlett & Co 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
Q2 | – | Sell |
-3
| Closed | -$186 | – | 1277 |
|
|
2025
Q1 | $186 | Sell |
3
-1,243
| -100% | -$77.1K | ﹤0.01% | 1170 |
|
|
2024
Q4 | $71.6K | Sell |
1,246
-500
| -29% | -$28.7K | ﹤0.01% | 585 |
|
|
2024
Q3 | $119K | Hold |
1,746
| – | – | ﹤0.01% | 523 |
|
|
2024
Q2 | $99K | Sell |
1,746
-207
| -11% | -$11.7K | ﹤0.01% | 543 |
|
|
2024
Q1 | $117K | Hold |
1,953
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $122K | Hold |
1,953
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $114K | Hold |
1,953
| – | – | ﹤0.01% | 521 |
|
|
2023
Q2 | $139K | Hold |
1,953
| – | – | ﹤0.01% | 502 |
|
|
2023
Q1 | $153K | Hold |
1,953
| – | – | ﹤0.01% | 412 |
|
|
2022
Q4 | $164K | Sell |
1,953
-3
| -0.2% | -$252 | ﹤0.01% | 411 |
|
|
2022
Q3 | $152K | Sell |
1,956
-49
| -2% | -$3.82K | ﹤0.01% | 406 |
|
|
2022
Q2 | $169K | Sell |
2,005
-22
| -1% | -$1.86K | ﹤0.01% | 394 |
|
|
2022
Q1 | $179K | Buy |
+2,027
| New | +$179K | ﹤0.01% | 398 |
|
|
2021
Q4 | – | Sell |
-1,183
| Closed | -$96.7K | – | 537 |
|
|
2021
Q3 | $96.7K | Buy |
1,183
+439
| +59% | +$35.9K | ﹤0.01% | 416 |
|
|
2021
Q2 | $59.7K | Hold |
744
| – | – | ﹤0.01% | 477 |
|
|
2021
Q1 | $64.4K | Hold |
744
| – | – | ﹤0.01% | 493 |
|
|
2020
Q4 | $64.4K | Hold |
744
| – | – | ﹤0.01% | 492 |
|
|
2020
Q3 | $62.2K | Hold |
744
| – | – | ﹤0.01% | 461 |
|
|
2020
Q2 | $62K | Hold |
744
| – | – | ﹤0.01% | 456 |
|
|
2020
Q1 | $58.2K | Buy |
744
+19
| +3% | +$1.49K | ﹤0.01% | 436 |
|
|
2019
Q4 | $61.7K | Buy |
725
+18
| +3% | +$1.53K | ﹤0.01% | 495 |
|
|
2019
Q3 | $60.4K | Buy |
707
+607
| +607% | +$51.9K | ﹤0.01% | 490 |
|
|
2019
Q2 | $7.58K | Buy |
+100
| New | +$7.58K | ﹤0.01% | 603 |
|