Beacon Financial Advisory’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,209	Closed	-$754K	–	253
2023 Q4	$754K	Sell	12,209 -10	-0.1%	-$617	0.36%	82
2023 Q3	$711K	Buy	+12,219	New	+$711K	0.39%	82