BWCS
Beirne Wealth Consulting Services’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
4,102
-95
| -2% | -$6.05K | 0.08% | 84 |
|
|
2025
Q1 | $261K | Sell |
4,197
-45
| -1% | -$2.8K | 0.09% | 84 |
|
|
2024
Q4 | $244K | Sell |
4,242
-8
| -0.2% | -$460 | 0.09% | 83 |
|
|
2024
Q3 | $289K | Buy |
+4,250
| New | +$289K | 0.1% | 82 |
|
|
2024
Q1 | – | Sell |
-3,607
| Closed | -$223K | – | 116 |
|
|
2023
Q4 | $223K | Buy |
3,607
+374
| +12% | +$23.1K | 0.11% | 133 |
|
|
2023
Q3 | $229K | Hold |
3,233
| – | – | 0.18% | 80 |
|
|
2023
Q2 | $229K | Hold |
3,233
| – | – | 0.18% | 80 |
|
|
2023
Q1 | $253K | Sell |
3,233
-48
| -1% | -$3.76K | 0.18% | 82 |
|
|
2022
Q4 | $275K | Hold |
3,281
| – | – | 0.14% | 75 |
|
|
2022
Q3 | $256K | Sell |
3,281
-2,181
| -40% | -$170K | 0.1% | 83 |
|
|
2022
Q2 | $461K | Sell |
5,462
-50
| -0.9% | -$4.22K | 0.3% | 59 |
|
|
2022
Q1 | $485K | Sell |
5,512
-15
| -0.3% | -$1.32K | 0.27% | 59 |
|
|
2021
Q4 | $503K | Hold |
5,527
| – | – | 0.28% | 53 |
|
|
2021
Q3 | $452K | Sell |
5,527
-75
| -1% | -$6.13K | 0.26% | 55 |
|
|
2021
Q2 | $449K | Hold |
5,602
| – | – | 0.25% | 57 |
|
|
2021
Q1 | $485K | Sell |
5,602
-482
| -8% | -$41.7K | 0.28% | 48 |
|
|
2020
Q4 | $526K | Hold |
6,084
| – | – | 0.26% | 73 |
|
|
2020
Q3 | $508K | Buy |
6,084
+482
| +9% | +$40.2K | 0.3% | 65 |
|
|
2020
Q2 | $466K | Hold |
5,602
| – | – | 0.38% | 45 |
|
|
2020
Q1 | $438K | Hold |
5,602
| – | – | 0.47% | 38 |
|
|
2019
Q4 | $477K | Sell |
5,602
-577
| -9% | -$49.1K | 0.42% | 45 |
|
|
2019
Q3 | $528K | Sell |
6,179
-148
| -2% | -$12.6K | 0.44% | 59 |
|
|
2019
Q2 | $479K | Sell |
6,327
-225
| -3% | -$17K | 0.43% | 69 |
|
|
2019
Q1 | $465K | Buy |
6,552
+2,202
| +51% | +$156K | 0.37% | 89 |
|
|
2018
Q4 | $283K | Buy |
+4,350
| New | +$283K | 0.24% | 130 |
|