Bell Investment Advisors’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 | $4.71K | Sell |
74
-9
| -11% | -$573 | ﹤0.01% | 1008 |
|
|
2025
Q1 | $5.16K | Sell |
83
-8
| -9% | -$497 | ﹤0.01% | 898 |
|
|
2024
Q4 | $5.23K | Sell |
91
-48
| -35% | -$2.76K | ﹤0.01% | 912 |
|
|
2024
Q3 | $9.46K | Sell |
139
-9
| -6% | -$612 | ﹤0.01% | 647 |
|
|
2024
Q2 | $8.39K | Buy |
148
+7
| +5% | +$397 | ﹤0.01% | 680 |
|
|
2024
Q1 | $8.43K | Sell |
141
-26
| -16% | -$1.55K | ﹤0.01% | 663 |
|
|
2023
Q4 | $10.3K | Buy |
167
+18
| +12% | +$1.11K | ﹤0.01% | 547 |
|
|
2023
Q3 | $8.67K | Buy |
149
+70
| +89% | +$4.07K | ﹤0.01% | 567 |
|
|
2023
Q2 | $5.6K | Sell |
79
-8
| -9% | -$567 | ﹤0.01% | 760 |
|
|
2023
Q1 | $6.81K | Sell |
87
-47
| -35% | -$3.68K | ﹤0.01% | 637 |
|
|
2022
Q4 | $11.2K | Buy |
134
+80
| +148% | +$6.71K | ﹤0.01% | 451 |
|
|
2022
Q3 | $4K | Sell |
54
-5
| -8% | -$370 | ﹤0.01% | 774 |
|
|
2022
Q2 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 685 |
|
|
2021
Q4 | $6K | Hold |
71
| – | – | ﹤0.01% | 677 |
|
|
2021
Q3 | $6K | Buy |
+71
| New | +$6K | ﹤0.01% | 624 |
|