CBIZ Investment Advisory Services’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	$13.6K	Buy	214 +203	+1,845%	+$12.9K	﹤0.01%	308
2025 Q1	$683	Buy	+11	New	+$683	﹤0.01%	530
2024 Q4	–	Sell	-70	Closed	-$4.76K	–	489
2024 Q3	$4.76K	Buy	+70	New	+$4.76K	﹤0.01%	300