Carolinas Wealth Consulting’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 | – | Sell |
-28
| Closed | -$1.74K | – | 284 |
|
|
2025
Q1 | $1.74K | Sell |
28
-18
| -39% | -$1.12K | ﹤0.01% | 834 |
|
|
2024
Q4 | $2.64K | Buy |
46
+3
| +7% | +$172 | ﹤0.01% | 771 |
|
|
2024
Q3 | $2.93K | Buy |
43
+5
| +13% | +$340 | ﹤0.01% | 749 |
|
|
2024
Q2 | $2.16K | Hold |
38
| – | – | ﹤0.01% | 783 |
|
|
2024
Q1 | $2.3K | Buy |
38
+5
| +15% | +$302 | ﹤0.01% | 772 |
|
|
2023
Q4 | $2.04K | Hold |
33
| – | – | ﹤0.01% | 732 |
|
|
2023
Q3 | $1.78K | Sell |
33
-24
| -42% | -$1.29K | ﹤0.01% | 762 |
|
|
2023
Q2 | $4.06K | Hold |
57
| – | – | ﹤0.01% | 706 |
|
|
2023
Q1 | $4.46K | Buy |
57
+24
| +73% | +$1.88K | ﹤0.01% | 705 |
|
|
2022
Q4 | $2.77K | Hold |
33
| – | – | ﹤0.01% | 777 |
|
|
2022
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 715 |
|
|
2022
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 720 |
|
|
2022
Q1 | $3K | Sell |
33
-139
| -81% | -$12.6K | ﹤0.01% | 757 |
|
|
2021
Q4 | $16K | Hold |
172
| – | – | ﹤0.01% | 536 |
|
|
2021
Q3 | $14K | Hold |
172
| – | – | ﹤0.01% | 535 |
|
|
2021
Q2 | $14K | Hold |
172
| – | – | ﹤0.01% | 563 |
|
|
2021
Q1 | $15K | Buy |
172
+139
| +421% | +$12.1K | ﹤0.01% | 563 |
|
|
2020
Q4 | $3K | Sell |
33
-47
| -59% | -$4.27K | ﹤0.01% | 697 |
|
|
2020
Q3 | $7K | Buy |
80
+15
| +23% | +$1.31K | ﹤0.01% | 525 |
|
|
2020
Q2 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 396 |
|