BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $105K | Sell |
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2023
Q1 | $123K | Buy |
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|
2022
Q4 | $127K | Sell |
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|
2022
Q3 | $126K | Hold |
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|
2022
Q2 | $136K | Hold |
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|
2022
Q1 | $142K | Sell |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $168K | Hold |
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|
2021
Q2 | $164K | Hold |
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|
2021
Q1 | $177K | Hold |
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|
2020
Q4 | $177K | Hold |
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|
2020
Q3 | $171K | Sell |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | $190K | Sell |
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|
2019
Q4 | $222K | Buy |
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|
2019
Q3 | $205K | Sell |
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|
2019
Q2 | $210K | Sell |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | $194K | Buy |
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|
2018
Q3 | $183K | Buy |
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|
2018
Q2 | $174K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $228K | Buy |
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|
2017
Q3 | $218K | Hold |
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|
2017
Q2 | $219K | Sell |
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|
2017
Q1 | $224K | Buy |
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|
2016
Q4 | $202K | Sell |
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|
2016
Q3 | $202K | Buy |
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|
2016
Q2 | $219K | Hold |
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|
2016
Q1 | $213K | Buy |
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