Cherry Tree Wealth Management’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18	Closed	-$1.05K	–	597
2023 Q3	$1.05K	Hold	18	–	–	﹤0.01%	528
2023 Q2	$1.28K	Buy	+18	New	+$1.28K	﹤0.01%	524