Caldwell Trust’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5K | Hold |
574
|
|
||||
|
2025
Q1 | $35.7K | Hold |
574
|
|
||||
|
2024
Q4 | $33K | Sell |
574
-28
|
|
||||
|
2024
Q3 | $41K | Sell |
602
-31
|
|
||||
|
2024
Q2 | $35.9K | Sell |
633
-47
|
|
||||
|
2024
Q1 | $40.6K | Buy |
680
+31
|
|
||||
|
2023
Q4 | $40.1K | Sell |
649
-59
|
|
||||
|
2023
Q3 | $41.2K | Hold |
708
|
|
||||
|
2023
Q2 | $50.2K | Sell |
708
-155
|
|
||||
|
2023
Q1 | $67.5K | Hold |
863
|
|
||||
|
2022
Q4 | $72.4K | Buy |
863
+58
|
|
||||
|
2022
Q3 | $62.8K | Buy |
805
+136
|
|
||||
|
2022
Q2 | $56.5K | Hold |
669
|
|
||||
|
2022
Q1 | $59K | Hold |
669
|
|
||||
|
2021
Q4 | $60.9K | Sell |
669
-61
|
|
||||
|
2021
Q3 | $59.7K | Hold |
730
|
|
||||
|
2021
Q2 | $58.6K | Hold |
730
|
|
||||
|
2021
Q1 | $63.2K | Buy |
730
+527
|
|
||||
|
2020
Q4 | $17.6K | Hold |
203
|
|
||||
|
2020
Q3 | $17K | Sell |
203
-194
|
|
||||
|
2020
Q2 | $33.1K | Hold |
397
|
|
||||
|
2020
Q1 | $31K | Hold |
397
|
|
||||
|
2019
Q4 | $33.8K | Buy |
+397
|
|