BWM
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BKM Wealth Management’s Eversource Energy ES Stock Holding History

BKM Wealth Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,363
Closed -$799K – 157
2024
Q1 		$799K Buy
13,363
+2,762
+26% +$165K 0.34% 79
2023
Q4 		$654K Buy
+10,601
New +$654K 0.28% 87