Bogart Wealth LLC’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 | $59K | Buy |
928
+466
| +101% | +$29.6K | ﹤0.01% | 413 |
|
|
2025
Q1 | $28.7K | Buy |
462
+8
| +2% | +$497 | ﹤0.01% | 506 |
|
|
2024
Q4 | $26.1K | Buy |
454
+161
| +55% | +$9.25K | ﹤0.01% | 521 |
|
|
2024
Q3 | $19.9K | Hold |
293
| – | – | ﹤0.01% | 558 |
|
|
2024
Q2 | $16.6K | Hold |
293
| – | – | ﹤0.01% | 563 |
|
|
2024
Q1 | $17.5K | Sell |
293
-177
| -38% | -$10.6K | ﹤0.01% | 541 |
|
|
2023
Q4 | $29K | Hold |
470
| – | – | ﹤0.01% | 447 |
|
|
2023
Q3 | $27.3K | Hold |
470
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $33.3K | Hold |
470
| – | – | ﹤0.01% | 386 |
|
|
2023
Q1 | $36.8K | Buy |
470
+101
| +27% | +$7.9K | ﹤0.01% | 373 |
|
|
2022
Q4 | $30.9K | Hold |
369
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $29K | Sell |
369
-152
| -29% | -$11.9K | ﹤0.01% | 376 |
|
|
2022
Q2 | $44K | Hold |
521
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $46K | Buy |
521
+66
| +15% | +$5.83K | ﹤0.01% | 282 |
|
|
2021
Q4 | $41K | Hold |
455
| – | – | ﹤0.01% | 280 |
|
|
2021
Q3 | $37K | Hold |
455
| – | – | ﹤0.01% | 280 |
|
|
2021
Q2 | $37K | Hold |
455
| – | – | ﹤0.01% | 264 |
|
|
2021
Q1 | $39K | Buy |
455
+329
| +261% | +$28.2K | 0.01% | 244 |
|
|
2020
Q4 | $10K | Hold |
126
| – | – | ﹤0.01% | 316 |
|
|
2020
Q3 | $10K | Hold |
126
| – | – | ﹤0.01% | 296 |
|
|
2020
Q2 | $10K | Hold |
126
| – | – | ﹤0.01% | 283 |
|
|
2020
Q1 | $10K | Hold |
126
| – | – | ﹤0.01% | 263 |
|
|
2019
Q4 | $11K | Hold |
126
| – | – | ﹤0.01% | 271 |
|
|
2019
Q3 | $11K | Hold |
126
| – | – | 0.01% | 247 |
|
|
2019
Q2 | $9K | Hold |
126
| – | – | 0.01% | 246 |
|
|
2019
Q1 | $8K | Hold |
126
| – | – | ﹤0.01% | 251 |
|
|
2018
Q4 | $8K | Buy |
+126
| New | +$8K | ﹤0.01% | 249 |
|
|
2017
Q4 | – | Sell |
-134
| Closed | -$8K | – | 346 |
|
|
2017
Q3 | $8K | Buy |
+134
| New | +$8K | 0.01% | 244 |
|