CWM
Cadence Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
3,521
| – | – | 0.15% | 49 |
|
|
2025
Q1 | $219K | Hold |
3,521
| – | – | 0.16% | 44 |
|
|
2024
Q4 | $202K | Hold |
3,521
| – | – | 0.13% | 46 |
|
|
2024
Q3 | $240K | Buy |
+3,521
| New | +$240K | 0.19% | 40 |
|
|
2024
Q2 | – | Sell |
-3,521
| Closed | -$210K | – | 48 |
|
|
2024
Q1 | $210K | Hold |
3,521
| – | – | 0.22% | 38 |
|
|
2023
Q4 | $217K | Sell |
3,521
-479
| -12% | -$29.6K | 0.17% | 36 |
|
|
2023
Q3 | $233K | Buy |
4,000
+958
| +31% | +$55.7K | 0.19% | 35 |
|
|
2023
Q2 | $216K | Hold |
3,042
| – | – | 0.21% | 33 |
|
|
2023
Q1 | $238K | Hold |
3,042
| – | – | 0.24% | 28 |
|
|
2022
Q4 | $255K | Hold |
3,042
| – | – | 0.22% | 20 |
|
|
2022
Q3 | $237K | Hold |
3,042
| – | – | 0.22% | 23 |
|
|
2022
Q2 | $257K | Hold |
3,042
| – | – | 0.27% | 24 |
|
|
2022
Q1 | $268K | Hold |
3,042
| – | – | 0.21% | 29 |
|
|
2021
Q4 | $277K | Hold |
3,042
| – | – | 0.3% | 27 |
|
|
2021
Q3 | $249K | Hold |
3,042
| – | – | 0.28% | 27 |
|
|
2021
Q2 | $244K | Hold |
3,042
| – | – | 0.21% | 27 |
|
|
2021
Q1 | $263K | Buy |
+3,042
| New | +$263K | 0.24% | 26 |
|