Cascade Financial Partners’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 | $219K | Sell |
3,450
-571
| -14% | -$36.3K | 0.03% | 242 |
|
|
2025
Q1 | $250K | Sell |
4,021
-500
| -11% | -$31.1K | 0.03% | 212 |
|
|
2024
Q4 | $260K | Hold |
4,521
| – | – | 0.03% | 208 |
|
|
2024
Q3 | $299K | Sell |
4,521
-89
| -2% | -$5.89K | 0.04% | 184 |
|
|
2024
Q2 | $261K | Sell |
4,610
-700
| -13% | -$39.7K | 0.03% | 192 |
|
|
2024
Q1 | $312K | Buy |
+5,310
| New | +$312K | 0.05% | 173 |
|