BSW Wealth Partners’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,138	Closed	-$272K	–	245
2021 Q1	$272K	Buy	3,138 +492	+19%	+$42.6K	0.08%	154
2020 Q4	$229K	Buy	2,646 +233	+10%	+$20.2K	0.07%	154
2020 Q3	$202K	Buy	+2,413	New	+$202K	0.08%	140